Colton Groome Financial Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Colton Groome Financial Advisors, LLC

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 25, 2023	BUY	$61.05 - $69.94 $9,584 - $10,980	157 Added 2.24%	7,166 $0
Q3 2022 Oct 20, 2022	SELL	$60.5 - $72.51 $76,653 - $91,870	-1,267 Reduced 15.31%	7,009 $424,000
Q2 2022 Jul 26, 2022	SELL	$60.91 - $76.4 $206,789 - $259,378	-3,395 Reduced 29.09%	8,276 $519,000
Q1 2022 Apr 18, 2022	BUY	$70.66 - $80.89 $66,137 - $75,713	936 Added 8.72%	11,671 $885,000
Q4 2021 Jan 19, 2022	BUY	$76.01 - $83.39 $200,210 - $219,649	2,634 Added 32.51%	10,735 $863,000
Q3 2021 Oct 18, 2021	BUY	$74.65 - $80.95 $2,911 - $3,157	39 Added 0.48%	8,101 $621,000
Q2 2021 Jul 21, 2021	BUY	$74.64 - $79.12 $116,736 - $123,743	1,564 Added 24.07%	8,062 $631,000
Q1 2021 Apr 21, 2021	SELL	$67.07 - $76.85 $65,795 - $75,389	-981 Reduced 13.12%	6,498 $484,000
Q4 2020 Jan 19, 2021	SELL	$55.93 - $68.45 $5,704 - $6,981	-102 Reduced 1.35%	7,479 $510,000
Q3 2020 Oct 23, 2020	SELL	$51.99 - $58.83 $10,761 - $12,177	-207 Reduced 2.66%	7,581 $421,000
Q2 2020 Jul 14, 2020	BUY	$39.01 - $57.03 $303,809 - $444,149	7,788 New	7,788 $410,000
Q1 2020 Apr 13, 2020	SELL	$35.83 - $62.24 $434,438 - $754,660	-12,125 Closed	0 $0
Q4 2019 Jan 21, 2020	BUY	$54.56 - $60.24 $44,793 - $49,457	821 Added 7.26%	12,125 $729,000
Q3 2019 Nov 12, 2019	SELL	$56.23 - $57.59 $13,607 - $13,936	-242 Reduced 2.1%	11,304 $662,000
Q2 2019 Jul 19, 2019	BUY	N/A	11,546 New	11,546 $659,000

950

108M

8.1K

3.6K

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