Hcr Wealth Advisors Schwab Strategic Tr Us Large C Transaction History

Hcr Wealth Advisors

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 13, 2021	SELL	$44.9 - $48.34 $41,577 - $44,762	-926 Closed	0 $0
Q4 2020 Feb 04, 2021	BUY	$39.35 - $45.48 $3,580 - $4,138	91 Added 10.9%	926 $84,000
Q2 2020 Jul 30, 2020	SELL	$29.25 - $38.76 $9,974 - $13,217	-341 Reduced 29.0%	835 $62,000
Q1 2020 May 08, 2020	BUY	$26.61 - $40.52 $372 - $567	14 Added 1.2%	1,176 $72,000
Q4 2019 Feb 07, 2020	BUY	$34.42 - $38.54 $39,996 - $44,783	1,162 New	1,162 $89,000

1,352

349M

34.3K

1.2K

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