Dumont & Blake Investment Advisors LLC Schwab US Mid-Cap Index Transaction History

Dumont & Blake Investment Advisors LLC

9,769

Previous 9,615 1.6%

Previous $0 NaN%

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	BUY	N/A	154 Added 1.6%	9,769 $0
Q1 2025 Apr 08, 2025	BUY	N/A	403 Added 4.37%	9,615 $0
Q4 2024 Jan 23, 2025	BUY	N/A	149 Added 1.64%	9,212 $0
Q3 2024 Oct 23, 2024	SELL	N/A	-9,021 Reduced 49.88%	9,063 $0
Q2 2024 Jul 23, 2024	BUY	N/A	9,330 Added 106.58%	18,084 $0
Q1 2024 Apr 17, 2024	BUY	N/A	327 Added 3.88%	8,754 $0
Q4 2023 Jan 23, 2024	SELL	N/A	-168 Reduced 1.95%	8,427 $498,000
Q3 2023 Oct 27, 2023	SELL	N/A	-86 Reduced 0.99%	8,595 $457,000
Q2 2023 Aug 03, 2023	BUY	N/A	207 Added 2.44%	8,681 $484,000
Q1 2023 Apr 14, 2023	BUY	N/A	223 Added 2.7%	8,474 $451,000
Q4 2022 Jan 26, 2023	BUY	N/A	178 Added 2.2%	8,251 $422,000
Q3 2022 Oct 24, 2022	BUY	N/A	121 Added 1.52%	8,073 $384,000
Q2 2022 Aug 03, 2022	BUY	N/A	505 Added 6.78%	7,952 $392,000
Q1 2022 Apr 27, 2022	BUY	N/A	441 Added 6.29%	7,447 $442,000
Q4 2021 Jan 31, 2022	BUY	N/A	615 Added 9.62%	7,006 $440,000
Q3 2021 Nov 02, 2021	BUY	N/A	299 Added 4.91%	6,391 $389,000
Q2 2021 Jul 22, 2021	BUY	N/A	397 Added 6.97%	6,092 $374,000
Q1 2021 May 03, 2021	BUY	N/A	601 Added 11.8%	5,695 $325,000
Q4 2020 Jan 29, 2021	BUY	N/A	146 Added 2.95%	5,094 $269,000
Q3 2020 Oct 30, 2020	BUY	N/A	4,948 New	4,948 $221,000
Q2 2020 Jul 31, 2020	SELL	N/A	-7,030 Closed	0 $0
Q1 2020 May 05, 2020	BUY	N/A	487 Added 7.44%	7,030 $235,000
Q4 2019 Feb 05, 2020	BUY	N/A	302 Added 4.84%	6,543 $300,000
Q3 2019 Nov 12, 2019	BUY	N/A	212 Added 3.52%	6,241 $274,000
Q4 2018 Feb 07, 2019	BUY	N/A	6,029 New	6,029 $217,000

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