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

Annapolis Financial Services, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 18, 2023	SELL	$47.67 - $52.37 $51,054 - $56,088	-1,071 Reduced 8.08%	12,178 $637,000
Q1 2023 Apr 17, 2023	BUY	$44.78 - $49.41 $47,959 - $52,918	1,071 Added 8.79%	13,249 $640,000
Q1 2022 Apr 29, 2022	BUY	$49.51 - $57.27 $169,522 - $196,092	3,424 Added 39.11%	12,178 $656,000
Q4 2021 Feb 11, 2022	BUY	$51.9 - $57.29 $207 - $229	4 Added 0.05%	8,754 $996,000
Q2 2021 Aug 04, 2021	SELL	$48.62 - $52.01 $57,663 - $61,683	-1,186 Reduced 11.94%	8,750 $910,000
Q1 2021 May 06, 2021	BUY	$44.9 - $48.34 $179 - $193	4 Added 0.04%	9,936 $954,000
Q4 2020 Feb 11, 2021	BUY	$39.35 - $45.48 $390,824 - $451,707	9,932 New	9,932 $903,000

1,351

348M

34.3K

1.2K

Get notified when there are updates to the investment portfolio of Annapolis Financial Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Annapolis Financial Services, LLC with notifications on news.