Financial Advocates Investment Management Schwab Strategic Us Tips ETF Transaction History

Financial Advocates Investment Management

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$51.8 - $57.88 $83,501 - $93,302	-1,612 Reduced 25.4%	4,734 $245,000
Q2 2022 Aug 12, 2022	SELL	$55.59 - $60.15 $270,278 - $292,449	-4,862 Reduced 43.38%	6,346 $354,000
Q1 2022 May 11, 2022	BUY	$59.94 - $62.99 $127,612 - $134,105	2,129 Added 23.45%	11,208 $680,000
Q4 2021 Feb 14, 2022	SELL	$62.25 - $63.89 $23,592 - $24,214	-379 Reduced 4.01%	9,079 $570,000
Q3 2021 Nov 04, 2021	SELL	$62.25 - $63.89 $122,072 - $125,288	-1,961 Reduced 17.17%	9,458 $592,000
Q2 2021 Aug 03, 2021	BUY	$61.03 - $62.53 $122,243 - $125,247	2,003 Added 21.27%	11,419 $714,000
Q1 2021 May 10, 2021	SELL	$60.52 - $62.31 $26,386 - $27,167	-436 Reduced 4.43%	9,416 $576,000
Q4 2020 Feb 12, 2021	BUY	$60.73 - $62.08 $108,099 - $110,502	1,780 Added 22.05%	9,852 $610,000
Q3 2020 Nov 04, 2020	SELL	$60.05 - $61.93 $11,709 - $12,076	-195 Reduced 2.36%	8,072 $497,000
Q2 2020 Aug 14, 2020	BUY	$57.69 - $60.12 $8,711 - $9,078	151 Added 1.86%	8,267 $496,000
Q1 2020 Apr 29, 2020	BUY	$53.09 - $59.55 $170,843 - $191,631	3,218 Added 65.7%	8,116 $467,000
Q4 2019 Feb 13, 2020	BUY	$56.32 - $57.23 $50,406 - $51,220	895 Added 22.36%	4,898 $277,000
Q3 2019 Nov 13, 2019	SELL	$56.24 - $57.07 $24,070 - $24,425	-428 Reduced 9.66%	4,003 $227,000
Q2 2019 Aug 08, 2019	BUY	N/A	712 Added 19.14%	4,431 $250,000
Q1 2019 May 16, 2019	BUY	N/A	56 Added 1.53%	3,719 $205,000
Q4 2018 Feb 14, 2019	BUY	N/A	220 Added 6.39%	3,663 $0
Q3 2018 Nov 14, 2018	BUY	N/A	3,443 New	3,443 $0

686

156M

60.2K

1.3K

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