Capital Asset Advisory Services LLC Schwab Intermediate Term Us Tr Transaction History

Capital Asset Advisory Services LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 09, 2024	BUY	$47.09 - $49.87 $437,277 - $463,092	9,286 Added 35.83%	35,200 $1.75 Million
Q3 2023 Oct 18, 2023	BUY	$47.78 - $49.59 $621 - $644	13 Added 0.05%	25,914 $1.24 Million
Q2 2023 Aug 02, 2023	SELL	$49.25 - $50.96 $59,346 - $61,406	-1,205 Reduced 4.45%	25,901 $1.28 Million
Q1 2023 May 12, 2023	BUY	$48.55 - $50.78 $9,710 - $10,156	200 Added 0.74%	27,106 $1.37 Million
Q4 2022 Mar 08, 2023	BUY	$48.33 - $50.24 $1.3 Million - $1.35 Million	26,906 New	26,906 $1.32 Million

Q2 2022 Aug 11, 2022	BUY	N/A	7,273 Added 46.16%	23,030 $1.19 Million
Q1 2022 Apr 29, 2022	BUY	N/A	15,607 Added 10404.67%	15,757 $839,000
Q4 2021 Feb 04, 2022	SELL	N/A	-569 Reduced 79.14%	150 $8,000
Q1 2021 May 13, 2021	SELL	N/A	-222 Reduced 23.59%	719 $41,000
Q3 2020 Nov 18, 2020	BUY	N/A	941 New	941 $55,000

382

142M

3.1K

4.5K

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