Falcon Wealth Planning Schwab Strategic U.S. Mid Cap Transaction History

Falcon Wealth Planning

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	SELL	$70.66 - $80.89 $213,393 - $244,287	-3,020 Closed	0 $0
Q3 2021 Oct 19, 2021	SELL	$74.65 - $80.95 $2,164 - $2,347	-29 Reduced 0.95%	3,020 $232,000
Q2 2021 Aug 10, 2021	SELL	$74.64 - $79.12 $17,689 - $18,751	-237 Reduced 7.21%	3,049 $239,000
Q1 2021 Apr 20, 2021	SELL	$67.07 - $76.85 $2,682 - $3,074	-40 Reduced 1.2%	3,286 $245,000
Q4 2020 Feb 01, 2021	BUY	$55.93 - $68.45 $186,023 - $227,664	3,326 New	3,326 $227,000

950

108M

8.1K

3.6K

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