Forvis Wealth Advisors, LLC Schwab Fundamental U S Large C Transaction History

Forvis Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 15, 2020	SELL	$29.92 - $40.24 $778,189 - $1.05 Million	-26,009 Closed	0 $0
Q1 2020 Apr 10, 2020	SELL	$27.15 - $43.59 $103,984 - $166,949	-3,830 Reduced 12.84%	26,009 $815,000
Q2 2019 Jul 10, 2019	SELL	N/A	-423 Reduced 1.4%	29,839 $1.17 Million
Q1 2019 Apr 10, 2019	SELL	N/A	-1,235 Reduced 3.92%	30,262 $1.15 Million
Q4 2018 Jan 15, 2019	SELL	N/A	-919 Reduced 2.84%	31,497 $1.07 Million
Q3 2018 Oct 09, 2018	BUY	N/A	987 Added 3.14%	32,416 $1.29 Million
Q4 2017 Jan 18, 2018	SELL	N/A	-4,000 Reduced 11.29%	31,429 $1.18 Million
Q3 2017 Oct 13, 2017	BUY	N/A	35,429	35,429 $1.25 Million

593

193M

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