Harvest Group Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Harvest Group Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 27, 2020	SELL	$54.56 - $60.24 $6,056 - $6,686	-111 Closed	0 $0
Q3 2019 Nov 01, 2019	SELL	$56.23 - $57.59 $19,680 - $20,156	-350 Reduced 75.92%	111 $6,000
Q2 2019 Jul 31, 2019	SELL	N/A	-174 Reduced 27.4%	461 $26,000
Q1 2019 May 06, 2019	SELL	N/A	-7,202 Reduced 91.9%	635 $35,000
Q4 2018 Jan 28, 2019	SELL	N/A	-228 Reduced 2.83%	7,837 $376,000
Q3 2018 Nov 08, 2018	SELL	N/A	-1,758 Reduced 17.9%	8,065 $466,000
Q1 2018 May 11, 2018	BUY	N/A	38 Added 0.39%	9,823 $519,000
Q4 2017 Mar 29, 2018	BUY	N/A	9,785	9,785 $521,000

950

108M

8.1K

3.6K

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