Btr Capital Management Inc SCHWAB S&P 500 INDEX FUN Transaction History

Btr Capital Management Inc

  • $641 Million
  • Q3 2022

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 02, 2021
SELL
N/A
-8,086 Closed
0 $0
Q1 2021

Apr 08, 2021
SELL
N/A
-1,833 Reduced 18.48%
8,086 $493,000
Q4 2020

Jan 12, 2021
SELL
N/A
-75 Reduced 0.75%
9,919 $570,000
Q3 2020

Oct 15, 2020
SELL
N/A
-3,330 Reduced 24.99%
9,994 $521,000
Q2 2020

Jul 23, 2020
SELL
N/A
-1,646 Reduced 11.0%
13,324 $638,000
Q1 2020

Apr 21, 2020
SELL
N/A
-3,066 Reduced 17.0%
14,970 $594,000
Q4 2019

Jan 17, 2020
SELL
N/A
-1,257 Reduced 6.52%
18,036 $891,000
Q3 2019

Oct 21, 2019
BUY
N/A
4,558 Added 30.93%
19,293 $0
Q2 2019

Jul 18, 2019
SELL
N/A
-450 Reduced 2.96%
14,735 $669,000
Q1 2019

Apr 04, 2019
SELL
N/A
-515 Reduced 3.28%
15,185 $0
Q3 2018

Oct 04, 2018
SELL
N/A
-360 Reduced 2.24%
15,700 $715,000
Q2 2018

Aug 01, 2018
SELL
N/A
-2,301 Reduced 12.53%
16,060 $679,000
Q1 2018

May 01, 2018
BUY
N/A
18,361 New
18,361 $750,000
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