Circle Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Circle Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$22.29 - $38.7 $61,787 - $107,276	-2,772 Closed	0 $0
Q4 2019 Feb 24, 2020	BUY	$33.63 - $38.03 $93,222 - $105,419	2,772 New	2,772 $210,000
Q4 2018 Feb 14, 2019	SELL	N/A	-4,161 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	10 Added 0.24%	4,161 $317,000
Q2 2018 Aug 15, 2018	BUY	N/A	4,151 New	4,151 $305,000

1,144

146M

55.6K

7.8K

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