Annapolis Financial Services, LLC Schwab Strategic Tr Us Small C Transaction History

Annapolis Financial Services, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 18, 2023	SELL	$39.91 - $43.82 $10,256 - $11,261	-257 Reduced 4.47%	5,498 $240,000
Q1 2023 Apr 17, 2023	BUY	$39.82 - $46.36 $10,233 - $11,914	257 Added 4.67%	5,755 $241,000
Q1 2022 Apr 29, 2022	SELL	$44.42 - $51.73 $1,288 - $1,500	-29 Reduced 0.52%	5,498 $260,000
Q4 2021 Feb 11, 2022	SELL	$48.64 - $55.07 $4,864 - $5,507	-100 Reduced 1.78%	5,527 $566,000
Q3 2021 Nov 09, 2021	SELL	$48.3 - $52.49 $18,740 - $20,366	-388 Reduced 6.45%	5,627 $563,000
Q2 2021 Aug 04, 2021	SELL	$48.39 - $52.91 $4,113 - $4,497	-85 Reduced 1.39%	6,015 $627,000
Q1 2021 May 06, 2021	SELL	$43.89 - $52.63 $2,545 - $3,052	-58 Reduced 0.94%	6,100 $608,000
Q4 2020 Feb 11, 2021	BUY	$34.66 - $45.17 $213,436 - $278,156	6,158 New	6,158 $548,000

1,147

147M

55.6K

7.8K

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