Appleton Partners Inc Schwab Short Term Us Treasury Transaction History

Appleton Partners Inc

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 10, 2023	SELL	$48.06 - $48.89 $7,737 - $7,871	-161 Reduced 3.0%	5,200 $250,000
Q1 2023 Apr 10, 2023	SELL	$47.8 - $49.0 $5,975 - $6,125	-125 Reduced 2.28%	5,361 $262,000
Q2 2022 Jul 08, 2022	SELL	$48.73 - $49.59 $29,237 - $29,754	-600 Reduced 9.86%	5,486 $270,000
Q3 2021 Oct 14, 2021	SELL	$51.18 - $51.3 $20,472 - $20,520	-400 Reduced 6.17%	6,086 $312,000
Q2 2021 Jul 07, 2021	SELL	$51.19 - $51.33 $5,477 - $5,492	-107 Reduced 1.62%	6,486 $332,000
Q1 2020 May 04, 2020	SELL	$50.48 - $51.73 $5,401 - $5,535	-107 Reduced 1.6%	6,593 $341,000
Q2 2019 Jul 25, 2019	BUY	N/A	6,700 New	6,700 $339,000

607

168M

42K

33.9K

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