Avity Investment Management Inc. Schwab Strategic U.S. Mid Cap Transaction History

Avity Investment Management Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	SELL	$65.29 - $71.03 $41,132 - $44,748	-630 Reduced 9.78%	5,815 $413,000
Q3 2022 Oct 13, 2022	SELL	$60.5 - $72.51 $10,587 - $12,689	-175 Reduced 2.64%	6,445 $390,000
Q4 2021 Jan 14, 2022	SELL	$76.01 - $83.39 $11,021 - $12,091	-145 Reduced 2.14%	6,620 $532,000
Q4 2020 Jan 15, 2021	SELL	$55.93 - $68.45 $22,092 - $27,037	-395 Reduced 5.52%	6,765 $461,000
Q2 2019 Jul 22, 2019	SELL	N/A	-25 Reduced 0.35%	7,160 $409,000
Q4 2017 Jan 10, 2018	SELL	N/A	-5,600 Reduced 43.8%	7,185 $383,000
Q3 2017 Oct 20, 2017	BUY	N/A	12,785	12,785 $641,000

912

94.8M

6.2K

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