Atlas Private Wealth Management Schwab Strategic Tr Us Small C Transaction History

Atlas Private Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 25, 2021	SELL	$48.3 - $52.49 $131,762 - $143,192	-2,728 Closed	0 $0
Q1 2021 Apr 26, 2021	SELL	$43.89 - $52.63 $4,389 - $5,263	-100 Reduced 3.54%	2,728 $272,000
Q4 2020 Jan 27, 2021	SELL	$34.66 - $45.17 $24,539 - $31,980	-708 Reduced 20.02%	2,828 $252,000
Q3 2020 Nov 05, 2020	SELL	$32.09 - $36.38 $15,242 - $17,280	-475 Reduced 11.84%	3,536 $242,000
Q2 2020 Aug 04, 2020	SELL	$23.59 - $35.22 $5,425 - $8,100	-230 Reduced 5.42%	4,011 $262,000
Q1 2020 May 12, 2020	SELL	$22.29 - $38.7 $9,138 - $15,867	-410 Reduced 8.82%	4,241 $0
Q4 2019 Feb 11, 2020	BUY	$33.63 - $38.03 $156,413 - $176,877	4,651 New	4,651 $352,000

1,146

147M

55.6K

7.8K

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