Colton Groome Financial Advisors, LLC Schwab Us Aggregate Bond ETF Transaction History

Colton Groome Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 25, 2023	BUY	$44.04 - $47.03 $271,418 - $289,845	6,163 New	6,163 $0
Q2 2022 Jul 26, 2022	SELL	$46.62 - $50.36 $388,344 - $419,498	-8,330 Closed	0 $0
Q1 2022 Apr 18, 2022	SELL	$50.05 - $53.52 $49,149 - $52,556	-982 Reduced 10.55%	8,330 $421,000
Q4 2021 Jan 19, 2022	SELL	$53.63 - $54.52 $6,971 - $7,087	-130 Reduced 1.38%	9,312 $502,000
Q3 2021 Oct 18, 2021	BUY	$54.26 - $55.17 $2,007 - $2,041	37 Added 0.39%	9,442 $512,000
Q2 2021 Jul 21, 2021	BUY	$53.9 - $54.6 $40,317 - $40,840	748 Added 8.64%	9,405 $514,000
Q1 2021 Apr 21, 2021	SELL	$53.75 - $55.97 $93,847 - $97,723	-1,746 Reduced 16.78%	8,657 $467,000
Q4 2020 Jan 19, 2021	SELL	$55.56 - $56.23 $14,445 - $14,619	-260 Reduced 2.44%	10,403 $583,000
Q3 2020 Oct 23, 2020	BUY	$56.07 - $56.92 $81,133 - $82,363	1,447 Added 15.7%	10,663 $598,000
Q2 2020 Jul 14, 2020	BUY	$54.35 - $56.24 $273,163 - $282,662	5,026 Added 119.95%	9,216 $518,000
Q1 2020 Apr 13, 2020	SELL	$50.33 - $56.09 $453,523 - $505,426	-9,011 Reduced 68.26%	4,190 $227,000
Q4 2019 Jan 21, 2020	BUY	$53.21 - $54.14 $15,111 - $15,375	284 Added 2.2%	13,201 $705,000
Q3 2019 Nov 12, 2019	SELL	$53.15 - $53.86 $11,958 - $12,118	-225 Reduced 1.71%	12,917 $688,000
Q2 2019 Jul 19, 2019	BUY	N/A	13,142 New	13,142 $697,000

628

83M

100

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