Capital Asset Advisory Services LLC Schwab Strategic U.S. Mid Cap Transaction History

Capital Asset Advisory Services LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$60.5 - $72.51 $181 - $217	-3 Reduced 6.98%	40 $2,000
Q3 2021 Oct 14, 2021	SELL	$74.65 - $80.95 $1,940 - $2,104	-26 Reduced 37.68%	43 $3,000
Q2 2021 Aug 06, 2021	BUY	$74.64 - $79.12 $223 - $237	3 Added 4.55%	69 $5,000
Q1 2021 May 13, 2021	SELL	$67.07 - $76.85 $4,426 - $5,072	-66 Reduced 50.0%	66 $5,000
Q4 2020 Mar 02, 2021	BUY	$55.93 - $68.45 $7,382 - $9,035	132 New	132 $9,000
Q3 2020 Nov 18, 2020	SELL	$51.99 - $58.83 $3,119 - $3,529	-60 Closed	0 $0
Q1 2020 May 18, 2020	SELL	$35.83 - $62.24 $609 - $1,058	-17 Reduced 22.08%	60 $3,000
Q4 2019 Feb 13, 2020	BUY	$54.56 - $60.24 $3,600 - $3,975	66 Added 600.0%	77 $5,000
Q4 2019 Feb 12, 2020	BUY	$54.56 - $60.24 $600 - $662	11 New	11 $5,000

932

95.7M

6.2K

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