Brio Consultants, LLC Schwab Strategic U.S. Mid Cap Transaction History

Brio Consultants, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 14, 2020	SELL	N/A	-24,052 Closed	0 $0
Q1 2020 Apr 16, 2020	SELL	N/A	-898 Reduced 3.6%	24,052 $1.01 Million
Q4 2019 Jan 27, 2020	SELL	N/A	-28,217 Reduced 53.07%	24,950 $1.5 Million
Q3 2019 Oct 10, 2019	SELL	N/A	-525 Reduced 0.98%	53,167 $3.01 Million
Q1 2019 Apr 23, 2019	BUY	N/A	27,843 Added 107.71%	53,692 $2.97 Million

Q4 2018 Feb 04, 2019	BUY	N/A	25,849 New	25,849 $1.24 Million

902

96M

600

Get notified when there are updates to the investment portfolio of Brio Consultants, LLC, based on Form 13F filings with the SEC.

Stay updated on Brio Consultants, LLC with notifications on news.