Financial Advocates Investment Management Schwab Strategic U.S. Mid Cap Transaction History

Financial Advocates Investment Management

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 12, 2022	SELL	$60.91 - $76.4 $716,423 - $898,616	-11,762 Closed	0 $0
Q1 2022 May 11, 2022	SELL	$70.66 - $80.89 $2,049 - $2,345	-29 Reduced 0.25%	11,762 $892,000
Q4 2021 Feb 14, 2022	BUY	$76.01 - $83.39 $39,373 - $43,196	518 Added 4.6%	11,791 $948,000
Q3 2021 Nov 04, 2021	BUY	$74.65 - $80.95 $1,642 - $1,780	22 Added 0.2%	11,273 $864,000
Q2 2021 Aug 03, 2021	BUY	$74.64 - $79.12 $11,643 - $12,342	156 Added 1.41%	11,251 $881,000
Q1 2021 May 10, 2021	BUY	$67.07 - $76.85 $24,011 - $27,512	358 Added 3.33%	11,095 $826,000
Q4 2020 Feb 12, 2021	BUY	$55.93 - $68.45 $188,260 - $230,402	3,366 Added 45.67%	10,737 $732,000
Q3 2020 Nov 04, 2020	SELL	$51.99 - $58.83 $22,407 - $25,355	-431 Reduced 5.52%	7,371 $409,000
Q2 2020 Aug 14, 2020	BUY	$39.01 - $57.03 $156 - $228	4 Added 0.05%	7,802 $411,000
Q1 2020 Apr 29, 2020	SELL	$35.83 - $62.24 $76,389 - $132,695	-2,132 Reduced 21.47%	7,798 $329,000
Q4 2019 Feb 13, 2020	BUY	$54.56 - $60.24 $53,196 - $58,734	975 Added 10.89%	9,930 $597,000
Q3 2019 Nov 13, 2019	SELL	$56.23 - $57.59 $34,300 - $35,129	-610 Reduced 6.38%	8,955 $506,000
Q2 2019 Aug 08, 2019	BUY	N/A	1,629 Added 20.53%	9,565 $546,000
Q1 2019 May 16, 2019	BUY	N/A	329 Added 4.32%	7,936 $440,000
Q4 2018 Feb 14, 2019	BUY	N/A	1,180 Added 18.36%	7,607 $0
Q3 2018 Nov 14, 2018	BUY	N/A	841 Added 15.06%	6,427 $0
Q2 2018 Aug 09, 2018	SELL	N/A	-159 Reduced 2.77%	5,586 $307,000
Q1 2018 May 11, 2018	SELL	N/A	-269 Reduced 4.47%	5,745 $304,000
Q4 2017 Feb 15, 2018	BUY	N/A	6,014	6,014 $321,000

954

124M

8.1K

3.6K

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