Epic Trust Investment Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Epic Trust Investment Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	BUY	$70.28 - $78.03 $244,925 - $271,934	3,485 Added 113.59%	6,553 $479,000
Q4 2022 Feb 14, 2023	SELL	$67.16 - $79.06 $164,407 - $193,538	-2,448 Reduced 44.38%	3,068 $232,000
Q3 2022 Nov 07, 2022	BUY	$66.43 - $77.87 $13,352 - $15,651	201 Added 3.78%	5,516 $366,000
Q2 2022 Aug 05, 2022	BUY	$70.31 - $80.24 $30,936 - $35,305	440 Added 9.03%	5,315 $381,000
Q1 2022 Apr 20, 2022	SELL	$75.14 - $81.94 $94,676 - $103,244	-1,260 Reduced 20.54%	4,875 $385,000
Q4 2021 Jan 14, 2022	BUY	$74.93 - $80.86 $459,695 - $496,076	6,135 New	6,135 $496,000

1,760

276M

1.92M

1.16M

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