Bison Wealth, LLC Schwab Fundamental U S Small C Transaction History

Bison Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 12, 2022	SELL	$50.55 - $56.5 $2,830 - $3,164	-56 Closed	0 $0
Q4 2021 Feb 02, 2022	SELL	$52.31 - $57.77 $25,318 - $27,960	-484 Reduced 89.63%	56 $3,000
Q3 2021 Nov 03, 2021	BUY	$50.41 - $54.9 $1,109 - $1,207	22 Added 4.25%	540 $28,000
Q1 2021 May 05, 2021	BUY	$42.36 - $53.44 $19,104 - $24,101	451 Added 673.13%	518 $26,000
Q4 2020 Feb 11, 2021	SELL	$33.5 - $43.02 $603 - $774	-18 Reduced 21.18%	67 $3,000
Q3 2020 Oct 16, 2020	BUY	$30.58 - $35.51 $2,599 - $3,018	85 New	85 $3,000

427

122M

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