Colton Groome Financial Advisors, LLC Schwab Strategic Tr Us Large C Transaction History

Colton Groome Financial Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 18, 2022	BUY	$49.51 - $57.27 $135,706 - $156,977	2,741 Added 96.79%	5,573 $300,000
Q3 2021 Oct 18, 2021	SELL	$51.52 - $54.94 $261,721 - $279,095	-5,080 Reduced 64.21%	2,832 $295,000
Q2 2021 Jul 21, 2021	SELL	$48.62 - $52.01 $3 Million - $3.21 Million	-61,694 Reduced 88.63%	7,912 $823,000
Q1 2021 Apr 21, 2021	BUY	$44.9 - $48.34 $300,874 - $323,926	6,701 Added 10.65%	69,606 $6.68 Million
Q4 2020 Jan 19, 2021	SELL	$39.35 - $45.48 $54,303 - $62,762	-1,380 Reduced 2.15%	62,905 $5.72 Million
Q3 2020 Oct 23, 2020	BUY	$37.26 - $43.03 $192,000 - $221,733	5,153 Added 8.71%	64,285 $5.18 Million
Q2 2020 Jul 14, 2020	BUY	$29.25 - $38.76 $910,172 - $1.21 Million	31,117 Added 111.07%	59,132 $4.38 Million
Q1 2020 Apr 13, 2020	SELL	$26.61 - $40.52 $941,701 - $1.43 Million	-35,389 Reduced 55.82%	28,015 $1.72 Million
Q4 2019 Jan 21, 2020	BUY	$34.42 - $38.54 $24,266 - $27,170	705 Added 1.12%	63,404 $4.87 Million
Q3 2019 Nov 12, 2019	BUY	$35.28 - $36.01 $2.21 Million - $2.26 Million	62,699 New	62,699 $4.62 Million

1,353

349M

34.3K

1.2K

Get notified when there are updates to the investment portfolio of Colton Groome Financial Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Colton Groome Financial Advisors, LLC with notifications on news.