Atlas Capital Advisors LLC Schwab Short Term Us Treasury Transaction History

Atlas Capital Advisors LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 15, 2024	BUY	$47.66 - $48.45 $3,145 - $3,197	66 Added 1.58%	4,241 $205 Million
Q3 2023 Nov 14, 2023	BUY	$47.78 - $48.2 $4,586 - $4,627	96 Added 2.35%	4,175 $200 Million
Q2 2023 Aug 15, 2023	BUY	$48.06 - $48.89 $13,697 - $13,933	285 Added 7.51%	4,079 $196 Million
Q1 2023 May 16, 2023	SELL	$47.8 - $49.0 $7,361 - $7,546	-154 Reduced 3.9%	3,794 $185 Million
Q4 2022 Feb 15, 2023	BUY	$47.91 - $48.47 $189,148 - $191,359	3,948 New	3,948 $190 Million

Q4 2019 Jan 28, 2020	SELL	N/A	-251 Closed	0 $0
Q3 2019 Nov 01, 2019	SELL	N/A	-380 Reduced 60.22%	251 $0
Q2 2019 Jul 25, 2019	BUY	N/A	631 New	631 $0

614

169M

13.7K

20.1K

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