Beese Fulmer Investment Management, Inc. Vanguard Sht Trm Inflt Prot Fd Transaction History

Beese Fulmer Investment Management, Inc.

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 03, 2024	BUY	$47.74 - $48.54 $198,837 - $202,169	4,165 New	4,165 $202,000
Q3 2023 Oct 10, 2023	SELL	$46.9 - $47.47 $4,690 - $4,747	-100 Reduced 2.28%	4,295 $203,000
Q1 2023 Apr 11, 2023	SELL	$46.62 - $47.83 $8,624 - $8,848	-185 Reduced 4.04%	4,395 $210,000
Q1 2022 Apr 12, 2022	SELL	$50.6 - $52.11 $161,920 - $166,752	-3,200 Reduced 41.13%	4,580 $235,000
Q4 2021 Jan 10, 2022	SELL	$51.18 - $52.61 $377,964 - $388,524	-7,385 Reduced 48.7%	7,780 $400,000
Q3 2021 Oct 08, 2021	SELL	$51.92 - $52.8 $90,081 - $91,608	-1,735 Reduced 10.27%	15,165 $797,000
Q2 2021 Jul 08, 2021	BUY	$51.54 - $52.44 $127,922 - $130,156	2,482 Added 17.21%	16,900 $886,000
Q1 2021 Apr 23, 2021	BUY	$51.11 - $51.73 $173,518 - $175,623	3,395 Added 30.8%	14,418 $743,000
Q3 2020 Oct 08, 2020	BUY	$50.18 - $51.11 $499,291 - $508,544	9,950 Added 927.31%	11,023 $562,000
Q2 2020 Jul 17, 2020	BUY	$48.74 - $50.23 $52,298 - $53,896	1,073 New	1,073 $54,000
Q3 2019 Nov 01, 2019	SELL	$49.05 - $49.56 $556,913 - $562,704	-11,354 Closed	0 $0
Q2 2019 Jul 05, 2019	SELL	N/A	-4,220 Reduced 27.1%	11,354 $560,000
Q1 2019 Apr 05, 2019	SELL	N/A	-3,020 Reduced 16.24%	15,574 $758,000
Q3 2018 Oct 09, 2018	SELL	N/A	-4,460 Reduced 19.35%	18,594 $899,000
Q3 2017 Oct 17, 2017	BUY	N/A	23,054	23,054 $1.14 Million

758

140M

14.1K

7.6K

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