Colton Groome Financial Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Colton Groome Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 27, 2023	SELL	$47.08 - $51.7 $14,547 - $15,975	-309 Reduced 4.55%	6,478 $334,000
Q1 2023 Apr 17, 2023	SELL	$44.47 - $49.23 $28,949 - $32,048	-651 Reduced 8.75%	6,787 $324,000
Q3 2022 Oct 20, 2022	SELL	$41.99 - $50.63 $48,456 - $58,427	-1,154 Reduced 13.43%	7,438 $312,000
Q1 2022 Apr 18, 2022	BUY	$49.15 - $56.85 $211,148 - $244,227	4,296 Added 100.0%	8,592 $459,000
Q3 2021 Oct 18, 2021	SELL	$51.32 - $54.83 $5,285 - $5,647	-103 Reduced 2.34%	4,296 $446,000
Q2 2021 Jul 21, 2021	BUY	$48.92 - $52.14 $215,199 - $229,363	4,399 New	4,399 $459,000

1,161

168M

197K

19.4K

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