Ferguson Wellman Capital Management, Inc Schwab Strategic Tr Us Small C Transaction History

Ferguson Wellman Capital Management, Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 26, 2021	SELL	$43.89 - $52.63 $134,391 - $161,153	-3,062 Closed	0 $0
Q3 2020 Oct 13, 2020	BUY	$32.09 - $36.38 $98,259 - $111,395	3,062 New	3,062 $209,000
Q1 2020 Apr 21, 2020	SELL	$22.29 - $38.7 $76,410 - $132,663	-3,428 Closed	0 $0
Q2 2019 Jul 16, 2019	SELL	N/A	-1 Reduced 0.03%	3,428 $245,000
Q1 2019 Apr 11, 2019	SELL	N/A	-123 Reduced 3.46%	3,429 $240,000
Q1 2018 Apr 09, 2018	SELL	N/A	-390 Reduced 9.89%	3,552 $246,000
Q4 2017 Jan 24, 2018	BUY	N/A	900 Added 29.59%	3,942 $275,000
Q3 2017 Oct 11, 2017	BUY	N/A	3,042	3,042 $205,000

1,144

146M

55.6K

7.8K

Get notified when there are updates to the investment portfolio of Ferguson Wellman Capital Management, Inc, based on Form 13F filings with the SEC.

Stay updated on Ferguson Wellman Capital Management, Inc with notifications on news.