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

Capital Asset Advisory Services LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 11, 2022	SELL	$43.35 - $54.51 $15,172 - $19,078	-350 Reduced 52.79%	313 $14,000
Q1 2022 Apr 29, 2022	BUY	$49.51 - $57.27 $16,882 - $19,529	341 Added 105.9%	663 $36,000
Q3 2021 Oct 14, 2021	SELL	$51.52 - $54.94 $19,423 - $20,712	-377 Reduced 53.93%	322 $33,000
Q1 2021 May 13, 2021	BUY	$44.9 - $48.34 $3,322 - $3,577	74 Added 11.84%	699 $67,000
Q4 2020 Mar 02, 2021	BUY	$39.35 - $45.48 $11,844 - $13,689	301 Added 92.9%	625 $57,000
Q1 2020 May 18, 2020	SELL	$26.61 - $40.52 $878 - $1,337	-33 Reduced 9.24%	324 $22,000
Q4 2019 Feb 13, 2020	BUY	$34.42 - $38.54 $4,302 - $4,817	125 Added 53.88%	357 $29,000
Q4 2019 Feb 12, 2020	BUY	$34.42 - $38.54 $7,985 - $8,941	232 New	232 $27,000

1,353

349M

34.3K

1.2K

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