Centric Wealth Management Schwab Strategic Tr Us Small C Transaction History

Centric Wealth Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 16, 2021	SELL	$34.66 - $45.17 $382,473 - $498,450	-11,035 Closed	0 $0
Q3 2020 Oct 05, 2020	BUY	$32.09 - $36.38 $354,113 - $401,453	11,035 New	11,035 $747,000
Q2 2020 Jul 29, 2020	SELL	$23.59 - $35.22 $260,315 - $388,652	-11,035 Closed	0 $0
Q1 2020 Apr 08, 2020	SELL	$22.29 - $38.7 $208,366 - $361,767	-9,348 Reduced 45.86%	11,035 $747,000
Q4 2019 Jan 06, 2020	BUY	$33.63 - $38.03 $314,373 - $355,504	9,348 Added 84.71%	20,383 $1.54 Million
Q3 2019 Oct 03, 2019	BUY	$34.78 - $36.12 $383,797 - $398,584	11,035 New	11,035 $747,000
Q1 2019 Apr 09, 2019	SELL	N/A	-14,969 Closed	0 $0
Q4 2018 Mar 19, 2019	BUY	N/A	14,969 New	14,969 $908,000

1,258

272M

66.4K

2.7K

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