Captrust Financial Advisors Schwab Strategic Tr Long Term Transaction History

Captrust Financial Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$32.17 - $35.98 $9,136 - $10,218	-284 Reduced 4.5%	6,027 $210,000
Q2 2024 Aug 14, 2024	BUY	$31.45 - $33.71 $198,480 - $212,743	6,311 New	6,311 $207,000
Q2 2022 Aug 23, 2022	SELL	$38.14 - $45.87 $38 - $45	-1 Reduced 5.88%	16 $1,000
Q2 2022 Aug 16, 2022	SELL	$38.14 - $45.87 $1,182 - $1,421	-31 Reduced 64.58%	17 $1,000
Q1 2022 May 16, 2022	SELL	$44.74 - $49.99 $28,007 - $31,293	-626 Reduced 92.88%	48 $2,000
Q4 2021 Feb 14, 2022	BUY	$49.25 - $53.11 $33,194 - $35,796	674 New	674 $35,000

109

11.5M

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