Epg Wealth Management LLC Schwab Strategic U.S. Mid Cap Transaction History

Epg Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$75.69 - $81.19 $25,053 - $26,873	-331 Closed	0 $0
Q3 2022 Nov 15, 2022	BUY	$60.5 - $72.51 $20,025 - $24,000	331 New	331 $20,000
Q2 2022 Aug 15, 2022	SELL	$60.91 - $76.4 $20,161 - $25,288	-331 Closed	0 $0
Q1 2022 May 10, 2022	SELL	$70.66 - $80.89 $2,402 - $2,750	-34 Reduced 9.32%	331 $25,000
Q3 2021 Nov 15, 2021	BUY	$74.65 - $80.95 $27,247 - $29,546	365 New	365 $28,000
Q2 2020 Aug 06, 2020	SELL	$39.01 - $57.03 $14,238 - $20,815	-365 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$54.56 - $60.24 $19,914 - $21,987	365 New	365 $22,000

929

95.8M

6.2K

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