Financial Advocates Investment Management Schwab Fundamental Emerging Mk Transaction History

Financial Advocates Investment Management

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$25.56 - $29.71 $302,247 - $351,320	-11,825 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$26.69 - $33.2 $2,135 - $2,656	-80 Reduced 0.67%	11,825 $342,000
Q4 2021 Feb 14, 2022	BUY	$30.22 - $33.49 $7,947 - $8,807	263 Added 2.26%	11,905 $369,000
Q3 2021 Nov 04, 2021	SELL	$30.86 - $32.92 $7,776 - $8,295	-252 Reduced 2.12%	11,642 $375,000
Q2 2021 Aug 03, 2021	SELL	$30.51 - $33.34 $8,512 - $9,301	-279 Reduced 2.29%	11,894 $383,000
Q1 2021 May 10, 2021	SELL	$28.31 - $31.2 $100,811 - $111,103	-3,561 Reduced 22.63%	12,173 $374,000
Q4 2020 Feb 12, 2021	BUY	$23.48 - $28.35 $75,840 - $91,570	3,230 Added 25.83%	15,734 $778,000
Q3 2020 Nov 04, 2020	SELL	$23.37 - $25.29 $31,269 - $33,838	-1,338 Reduced 9.67%	12,504 $297,000
Q2 2020 Aug 14, 2020	BUY	$19.93 - $24.85 $817 - $1,018	41 Added 0.3%	13,842 $324,000
Q1 2020 Apr 29, 2020	BUY	$18.64 - $30.37 $2,590 - $4,221	139 Added 1.02%	13,801 $284,000
Q4 2019 Feb 13, 2020	BUY	$27.01 - $29.91 $3,700 - $4,097	137 Added 1.01%	13,662 $408,000
Q3 2019 Nov 13, 2019	BUY	$27.31 - $28.2 $11,224 - $11,590	411 Added 3.13%	13,525 $370,000
Q1 2019 May 16, 2019	SELL	N/A	-143 Reduced 1.08%	13,114 $364,000
Q4 2018 Feb 14, 2019	BUY	N/A	177 Added 1.35%	13,257 $0
Q1 2018 May 11, 2018	SELL	N/A	-2,785 Reduced 17.55%	13,080 $408,000
Q4 2017 Feb 15, 2018	BUY	N/A	15,865	15,865 $471,000

336

163M

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