Clifford Swan Investment Counsel LLC Schwab Strategic Tr Us Dividen Transaction History

Clifford Swan Investment Counsel LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	SELL	$66.43 - $77.87 $8,303 - $9,733	-125 Reduced 3.65%	3,299 $219,000
Q2 2022 Aug 04, 2022	BUY	$70.31 - $80.24 $55,966 - $63,871	796 Added 30.29%	3,424 $245,000
Q1 2022 May 03, 2022	SELL	$75.14 - $81.94 $91,821 - $100,130	-1,222 Reduced 31.74%	2,628 $207,000
Q4 2021 Feb 11, 2022	BUY	$74.93 - $80.86 $88,042 - $95,010	1,175 Added 43.93%	3,850 $0
Q3 2021 Nov 02, 2021	SELL	$74.23 - $78.13 $8,313 - $8,750	-112 Reduced 4.02%	2,675 $0
Q2 2021 Aug 05, 2021	BUY	$73.32 - $77.65 $204,342 - $216,410	2,787 New	2,787 $212,000

1,760

276M

1.92M

1.16M

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