Family Management Corp Schwab Strategic Tr Us Small C Transaction History

Family Management Corp

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10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$45.24 - $49.04 $0 - $0	0 New	0 $0
Q1 2024 May 15, 2024	BUY	$44.84 - $49.24 $0 - $0	0 New	0 $0
Q4 2023 Feb 14, 2024	SELL	$38.13 - $48.02 $232,402 - $292,681	-6,095 Closed	0 $0
Q2 2022 Aug 15, 2022	BUY	$37.88 - $48.01 $16,667 - $21,124	440 Added 7.78%	6,095 $238,000
Q1 2022 May 16, 2022	BUY	$44.42 - $51.73 $82,399 - $95,959	1,855 Added 48.82%	5,655 $268,000
Q4 2021 Feb 14, 2022	SELL	$48.64 - $55.07 $5,885 - $6,663	-121 Reduced 3.09%	3,800 $389,000
Q3 2021 Nov 15, 2021	SELL	$48.3 - $52.49 $11,302 - $12,282	-234 Reduced 5.63%	3,921 $392,000
Q2 2021 Aug 13, 2021	SELL	$48.39 - $52.91 $4,645 - $5,079	-96 Reduced 2.26%	4,155 $433,000
Q1 2021 May 14, 2021	BUY	$43.89 - $52.63 $20,540 - $24,630	468 Added 12.37%	4,251 $424,000
Q4 2020 Feb 10, 2021	BUY	$34.66 - $45.17 $131,118 - $170,878	3,783 New	3,783 $337,000

1,136

234M

44.7K

32.4K

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