Acorn Financial Advisory Services Inc Schwab Strategic U.S. Reit ETF Transaction History

Acorn Financial Advisory Services Inc

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 17, 2024	SELL	$16.76 - $20.95 $4,407 - $5,509	-263 Reduced 1.2%	21,618 $447,000
Q3 2023 Oct 10, 2023	SELL	$17.52 - $20.27 $7,218 - $8,351	-412 Reduced 1.85%	21,881 $388,000
Q2 2023 Jul 20, 2023	BUY	$18.34 - $19.64 $1,228 - $1,315	67 Added 0.3%	22,293 $435,000
Q1 2023 Apr 26, 2023	SELL	$18.01 - $21.78 $3,980 - $4,813	-221 Reduced 0.98%	22,226 $433,000
Q4 2022 Jan 20, 2023	BUY	$18.86 - $20.46 $1,188 - $1,288	63 Added 0.28%	22,447 $0

Q3 2022 Oct 12, 2022	BUY	N/A	5,760 Added 34.65%	22,384 $418,000
Q2 2022 Jul 12, 2022	SELL	N/A	-2,409 Reduced 12.66%	16,624 $348,000
Q1 2022 Apr 18, 2022	BUY	N/A	10,169 Added 114.72%	19,033 $471,000
Q4 2021 Jan 31, 2022	SELL	N/A	-1,019 Reduced 10.31%	8,864 $467,000
Q3 2021 Nov 15, 2021	SELL	N/A	-442 Reduced 4.28%	9,883 $453,000
Q2 2021 Jul 23, 2021	BUY	N/A	10,325 New	10,325 $475,000
Q1 2021 Apr 12, 2021	SELL	N/A	-9,240 Closed	0 $0
Q4 2020 Jan 25, 2021	BUY	N/A	452 Added 5.14%	9,240 $354,000
Q3 2020 Oct 15, 2020	SELL	N/A	-63 Reduced 0.71%	8,788 $311,000
Q2 2020 Jul 10, 2020	BUY	N/A	26 Added 0.29%	8,851 $313,000
Q1 2020 Apr 15, 2020	BUY	N/A	171 Added 1.98%	8,825 $287,000
Q4 2019 Jan 27, 2020	BUY	N/A	8,654 New	8,654 $398,000

504

248M

36K

1.6K

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