Evanson Asset Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Evanson Asset Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 24, 2020	SELL	N/A	-4,581 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	N/A	64 Added 1.42%	4,581 $211,000
Q3 2019 Oct 11, 2019	BUY	N/A	25 Added 0.56%	4,517 $213,000
Q1 2019 Apr 09, 2019	BUY	N/A	4,492 New	4,492 $200,000
Q4 2018 Jan 17, 2019	SELL	N/A	-5,566 Closed	0 $0

Q3 2018 Oct 10, 2018	BUY	N/A	24 Added 0.43%	5,566 $232,000
Q1 2018 Apr 05, 2018	BUY	N/A	23 Added 0.42%	5,542 $212,000
Q4 2017 Feb 05, 2018	SELL	N/A	-2 Reduced 0.04%	5,519 $230,000
Q3 2017 Nov 14, 2017	BUY	N/A	5,521	5,521 $227,000

504

248M

36K

1.6K

Get notified when there are updates to the investment portfolio of Evanson Asset Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Evanson Asset Management, LLC with notifications on news.