Capital Asset Advisory Services LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Capital Asset Advisory Services LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	SELL	$47.73 - $48.35 $48,016 - $48,640	-1,006 Reduced 12.18%	7,251 $350,000
Q1 2024 Apr 16, 2024	SELL	$48.03 - $48.53 $32,228 - $32,563	-671 Reduced 7.52%	8,257 $399,000
Q4 2023 Jan 09, 2024	SELL	$46.51 - $48.38 $95,578 - $99,420	-2,055 Reduced 18.71%	8,928 $431,000
Q3 2023 Oct 18, 2023	SELL	$46.87 - $47.5 $6,843 - $6,935	-146 Reduced 1.31%	10,983 $515,000
Q2 2023 Aug 02, 2023	SELL	$47.14 - $47.79 $11,690 - $11,851	-248 Reduced 2.18%	11,129 $526,000
Q1 2023 May 12, 2023	SELL	$46.68 - $47.8 $49,060 - $50,237	-1,051 Reduced 8.46%	11,377 $541,000
Q4 2022 Mar 08, 2023	BUY	$45.76 - $47.27 $568,705 - $587,471	12,428 New	12,428 $582,000

111

3.51M

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