Evergreen Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Evergreen Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 28, 2020	SELL	$35.83 - $62.24 $921,726 - $1.6 Million	-25,725 Closed	0 $0
Q4 2019 Feb 10, 2020	BUY	$54.56 - $60.24 $600 - $662	11 Added 0.04%	25,725 $1.55 Million
Q3 2019 Oct 16, 2019	BUY	$56.23 - $57.59 $224 - $230	4 Added 0.02%	25,714 $1.45 Million
Q2 2019 Jul 17, 2019	BUY	N/A	7,995 Added 45.13%	25,710 $1.47 Million
Q1 2019 Apr 16, 2019	BUY	N/A	4 Added 0.02%	17,715 $981,000
Q4 2018 Jan 24, 2019	BUY	N/A	17,711 New	17,711 $849,000

950

108M

8.1K

3.6K

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