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

Cardiff Park Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 14, 2023	BUY	$53.84 - $57.58 $1,884 - $2,015	35 Added 0.44%	8,064 $464,000
Q1 2023 May 15, 2023	BUY	$52.49 - $57.54 $1,889 - $2,071	36 Added 0.45%	8,029 $440,000
Q4 2022 Feb 09, 2023	BUY	$48.43 - $56.6 $1,888 - $2,207	39 Added 0.49%	7,993 $427,000
Q3 2022 Nov 08, 2022	BUY	$47.76 - $56.79 $1,910 - $2,271	40 Added 0.51%	7,954 $380,000
Q2 2022 Aug 15, 2022	SELL	$49.93 - $59.29 $40,143 - $47,669	-804 Reduced 9.22%	7,914 $403,000
Q1 2022 May 16, 2022	BUY	$55.41 - $59.9 $1,606 - $1,737	29 Added 0.33%	8,718 $510,000
Q4 2021 Feb 15, 2022	BUY	$54.44 - $58.74 $473,029 - $510,391	8,689 New	8,689 $509,000

567

187M

Get notified when there are updates to the investment portfolio of Cardiff Park Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Cardiff Park Advisors, LLC with notifications on news.