Cardiff Park Advisors, LLC Schwab Fundamental U S Small C Transaction History

Cardiff Park Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$46.06 - $50.45 $1,934 - $2,118	42 Added 0.34%	12,353 $623,000
Q1 2023 May 15, 2023	BUY	$46.21 - $53.63 $1,524 - $1,769	33 Added 0.27%	12,311 $599,000
Q4 2022 Feb 09, 2023	BUY	$43.53 - $50.11 $2,568 - $2,956	59 Added 0.48%	12,278 $573,000
Q3 2022 Nov 08, 2022	BUY	$42.52 - $52.23 $1,913 - $2,350	45 Added 0.37%	12,219 $520,000
Q2 2022 Aug 15, 2022	SELL	$44.28 - $53.81 $7,571 - $9,201	-171 Reduced 1.39%	12,174 $551,000
Q1 2022 May 16, 2022	BUY	$50.55 - $56.5 $454 - $508	9 Added 0.07%	12,345 $660,000
Q4 2021 Feb 15, 2022	BUY	$52.31 - $57.77 $645,296 - $712,650	12,336 New	12,336 $686,000

425

122M

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