American Trust Schwab Strategic Tr Us Large C Transaction History

American Trust

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	SELL	$63.33 - $67.21 $31,601 - $33,537	-499 Reduced 9.49%	4,760 $319,000
Q1 2023 May 22, 2023	BUY	$62.59 - $69.3 $2,503 - $2,772	40 Added 0.77%	5,259 $344,000
Q4 2022 Feb 16, 2023	BUY	$59.13 - $69.24 $308,599 - $361,363	5,219 New	5,219 $344,000
Q3 2022 Dec 02, 2022	SELL	$58.51 - $69.02 $208,939 - $246,470	-3,571 Closed	0 $0
Q2 2022 Oct 03, 2022	SELL	$60.93 - $72.3 $51,120 - $60,659	-839 Reduced 19.02%	3,571 $224,000
Q1 2022 Jun 08, 2022	BUY	$67.71 - $74.19 $298,601 - $327,177	4,410 New	4,410 $315,000

834

112M

Get notified when there are updates to the investment portfolio of American Trust, based on Form 13F filings with the SEC.

Stay updated on American Trust with notifications on news.