Financial Advocates Investment Management Schwab Strategic Tr Us Small C Transaction History

Financial Advocates Investment Management

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$37.88 - $48.01 $570,321 - $722,838	-15,056 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$44.42 - $51.73 $1.2 Million - $1.4 Million	-27,016 Reduced 64.21%	15,056 $713,000
Q4 2021 Feb 14, 2022	BUY	$48.64 - $55.07 $1.66 Million - $1.88 Million	34,199 Added 434.38%	42,072 $3.24 Million
Q3 2021 Nov 04, 2021	SELL	$48.3 - $52.49 $21,783 - $23,672	-451 Reduced 5.42%	7,873 $788,000
Q1 2021 May 10, 2021	SELL	$43.89 - $52.63 $64,518 - $77,366	-1,470 Reduced 15.01%	8,324 $829,000
Q4 2020 Feb 12, 2021	BUY	$34.66 - $45.17 $57,743 - $75,253	1,666 Added 20.5%	9,794 $788,000
Q3 2020 Nov 04, 2020	BUY	$32.09 - $36.38 $2,310 - $2,619	72 Added 0.89%	8,128 $556,000
Q2 2020 Aug 14, 2020	BUY	$23.59 - $35.22 $20,782 - $31,028	881 Added 12.28%	8,056 $526,000
Q1 2020 Apr 29, 2020	SELL	$22.29 - $38.7 $59,960 - $104,103	-2,690 Reduced 27.27%	7,175 $370,000
Q4 2019 Feb 13, 2020	BUY	$33.63 - $38.03 $19,101 - $21,601	568 Added 6.11%	9,865 $746,000
Q3 2019 Nov 13, 2019	SELL	$34.78 - $36.12 $649,759 - $674,793	-18,682 Reduced 66.77%	9,297 $648,000
Q2 2019 Aug 08, 2019	BUY	N/A	2,278 Added 8.86%	27,979 $2 Million
Q1 2019 May 16, 2019	BUY	N/A	5,307 Added 26.02%	25,701 $1.8 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-4,643 Reduced 18.54%	20,394 $0
Q3 2018 Nov 14, 2018	BUY	N/A	3,696 Added 17.32%	25,037 $0
Q2 2018 Aug 09, 2018	BUY	N/A	2,832 Added 15.3%	21,341 $1.58 Million
Q1 2018 May 11, 2018	BUY	N/A	11,546 Added 165.82%	18,509 $1.28 Million
Q4 2017 Feb 15, 2018	BUY	N/A	6,963	6,963 $486,000

1,147

147M

55.6K

7.8K

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