Beacon Financial Advisory LLC Schwab Strategic Tr Us Small C Transaction History

Beacon Financial Advisory LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$37.65 - $45.9 $4,292 - $5,232	-114 Reduced 1.09%	10,334 $391,000
Q2 2022 Jul 25, 2022	SELL	$37.88 - $48.01 $16,099 - $20,404	-425 Reduced 3.91%	10,448 $407,000
Q1 2022 Apr 27, 2022	BUY	$44.42 - $51.73 $333,061 - $387,871	7,498 Added 222.16%	10,873 $515,000
Q4 2021 Jan 21, 2022	BUY	$48.64 - $55.07 $4,523 - $5,121	93 Added 2.83%	3,375 $346,000
Q3 2021 Nov 15, 2021	BUY	$48.3 - $52.49 $13,475 - $14,644	279 Added 9.29%	3,282 $329,000
Q2 2021 Jul 14, 2021	BUY	$48.39 - $52.91 $145,315 - $158,888	3,003 New	3,003 $313,000

1,135

233M

44.7K

32.4K

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