Edge Wealth Management LLC Schwab Fundamental U S Broad M Transaction History

Edge Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 21, 2020	SELL	$35.75 - $40.71 $13,406 - $15,266	-375 Closed	0 $0
Q2 2020 Aug 03, 2020	SELL	$29.23 - $39.53 $7,892 - $10,673	-270 Reduced 41.86%	375 $14,000
Q1 2019 Apr 11, 2019	SELL	N/A	-441 Reduced 40.61%	645 $24,000
Q2 2018 Jul 17, 2018	SELL	N/A	-150 Reduced 12.14%	1,086 $41,000
Q1 2018 Apr 05, 2018	SELL	N/A	-2,667 Reduced 68.33%	1,236 $45,000
Q4 2017 Jan 18, 2018	SELL	N/A	-548 Reduced 12.31%	3,903 $145,000
Q3 2017 Oct 19, 2017	BUY	N/A	4,451	4,451 $156,000

144

4.02M

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