Compass Ion Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Compass Ion Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 11, 2021	SELL	$57.98 - $58.64 $274,419 - $277,543	-4,733 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$58.56 - $58.96 $139,958 - $140,914	-2,390 Reduced 33.55%	4,733 $278,000
Q2 2020 Jul 09, 2020	SELL	$58.18 - $58.86 $4,654 - $4,708	-80 Reduced 1.11%	7,123 $419,000
Q1 2020 Apr 09, 2020	BUY	$55.04 - $58.78 $28,785 - $30,741	523 Added 7.83%	7,203 $423,000
Q4 2019 Jan 17, 2020	BUY	$54.79 - $56.05 $365,997 - $374,414	6,680 New	6,680 $367,000

399

181M

1.2K

16.7K

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