Clifford Swan Investment Counsel LLC Vanguard Bd Index Fd Inc Inter Transaction History

Clifford Swan Investment Counsel LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	SELL	$72.72 - $79.93 $23,270 - $25,577	-320 Reduced 9.03%	3,222 $237,000
Q2 2022 Aug 04, 2022	SELL	$75.37 - $81.44 $13,114 - $14,170	-174 Reduced 4.68%	3,542 $275,000
Q1 2022 May 03, 2022	SELL	$81.03 - $87.06 $9,399 - $10,098	-116 Reduced 3.03%	3,716 $304,000
Q4 2021 Feb 11, 2022	SELL	$87.51 - $89.66 $10,851 - $11,117	-124 Reduced 3.13%	3,832 $0
Q3 2021 Nov 02, 2021	SELL	$89.41 - $91.32 $29,058 - $29,678	-325 Reduced 7.59%	3,956 $0
Q2 2021 Aug 05, 2021	BUY	$88.27 - $90.15 $69,645 - $71,128	789 Added 22.59%	4,281 $391,000
Q3 2020 Oct 30, 2020	BUY	$93.08 - $94.37 $93,080 - $94,370	1,000 Added 40.13%	3,492 $326,000
Q3 2019 Nov 12, 2019	SELL	$86.72 - $88.11 $60,877 - $61,853	-702 Reduced 21.98%	2,492 $219,000
Q2 2019 Aug 13, 2019	BUY	N/A	3,194 New	3,194 $276,000
Q3 2018 Nov 14, 2018	SELL	N/A	-3,217 Closed	0 $0
Q2 2018 Aug 13, 2018	SELL	N/A	-14,248 Reduced 81.58%	3,217 $260,000
Q1 2018 May 09, 2018	SELL	N/A	-360 Reduced 2.02%	17,465 $1.43 Million
Q2 2017 Aug 11, 2017	BUY	N/A	17,825	17,825 $1.51 Million

899

157M

53.2K

Get notified when there are updates to the investment portfolio of Clifford Swan Investment Counsel LLC, based on Form 13F filings with the SEC.

Stay updated on Clifford Swan Investment Counsel LLC with notifications on news.