Calton & Associates, Inc. Schwab Fundamental U S Large C Transaction History

Calton & Associates, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 12, 2022	SELL	$55.41 - $59.9 $233,719 - $252,658	-4,218 Closed	0 $0
Q4 2021 Jan 13, 2022	SELL	$54.44 - $58.74 $8,928 - $9,633	-164 Reduced 3.74%	4,218 $247,000
Q1 2021 May 03, 2021	SELL	$44.75 - $52.45 $31,190 - $36,557	-697 Reduced 13.72%	4,382 $226,000
Q4 2020 Jan 25, 2021	BUY	$37.99 - $45.31 $192,951 - $230,129	5,079 New	5,079 $230,000

562

187M

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