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

1,353

349M

34.3K

1.2K

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