Hm Payson & CO Schwab Strategic U.S. Mid Cap Transaction History

Hm Payson & CO

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 13, 2024	SELL	$63.01 - $75.95 $24,951 - $30,076	-396 Reduced 56.98%	299 $22,000
Q3 2023 Nov 06, 2023	SELL	$66.75 - $73.98 $20,358 - $22,563	-305 Reduced 30.5%	695 $47,000
Q2 2023 Jul 17, 2023	SELL	$65.29 - $71.03 $17,105 - $18,609	-262 Reduced 20.76%	1,000 $71,000
Q1 2023 Apr 18, 2023	BUY	$64.24 - $73.9 $81,070 - $93,261	1,262 New	1,262 $85,000
Q1 2020 Jul 01, 2020	SELL	$35.83 - $62.24 $18,810 - $32,676	-525 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$56.23 - $57.59 $29,520 - $30,234	525 New	525 $30,000

947

108M

8.1K

3.6K

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