Foster Victor Wealth Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Foster Victor Wealth Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 19, 2022	SELL	N/A	-8,263 Closed	0 $0
Q3 2021 Oct 08, 2021	SELL	N/A	-43 Reduced 0.52%	8,263 $266,000
Q2 2021 Jul 29, 2021	SELL	N/A	-269 Reduced 3.14%	8,306 $268,000
Q1 2021 Apr 23, 2021	SELL	N/A	-437 Reduced 4.85%	8,575 $263,000
Q4 2020 Feb 08, 2021	BUY	N/A	129 Added 1.45%	9,012 $255,000

Q3 2020 Oct 26, 2020	BUY	N/A	185 Added 2.13%	8,883 $211,000
Q2 2020 Aug 03, 2020	BUY	N/A	8,698 New	8,698 $204,000
Q1 2020 Apr 29, 2020	SELL	N/A	-7,803 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	N/A	306 Added 4.08%	7,803 $233,000
Q3 2019 Oct 11, 2019	BUY	N/A	144 Added 1.96%	7,497 $204,000
Q2 2019 Jul 16, 2019	BUY	N/A	7,353 New	7,353 $213,000

317

165M

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