Capital Asset Advisory Services LLC Schwab Strategic Tr Us Large C Transaction History

Capital Asset Advisory Services LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	BUY	$55.81 - $69.25 $28,128 - $34,902	504 Added 1400.0%	540 $30,000
Q2 2022 Aug 11, 2022	SELL	$55.73 - $76.55 $8,916 - $12,248	-160 Reduced 81.63%	36 $2,000
Q1 2022 Apr 29, 2022	BUY	$65.63 - $82.62 $6,825 - $8,592	104 Added 113.04%	196 $15,000
Q4 2021 Feb 04, 2022	BUY	$73.11 - $83.4 $219 - $250	3 Added 3.37%	92 $15,000
Q3 2021 Oct 14, 2021	SELL	$73.24 - $78.94 $2,856 - $3,078	-39 Reduced 30.47%	89 $13,000
Q2 2021 Aug 06, 2021	SELL	$65.3 - $73.24 $848 - $952	-13 Reduced 9.22%	128 $19,000
Q1 2021 May 13, 2021	BUY	$61.41 - $68.35 $5,833 - $6,493	95 Added 206.52%	141 $18,000
Q1 2020 May 18, 2020	SELL	$34.6 - $51.17 $11,141 - $16,476	-322 Reduced 87.5%	46 $4,000
Q4 2019 Feb 13, 2020	BUY	$40.97 - $46.72 $13,192 - $15,043	322 Added 700.0%	368 $37,000
Q4 2019 Feb 12, 2020	BUY	$40.97 - $46.72 $1,884 - $2,149	46 New	46 $36,000

1,316

185M

140K

91.5K

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