Ifp Advisors, Inc Schwab Fundamental U S Broad M Transaction History

Ifp Advisors, Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 18, 2023	BUY	$51.7 - $56.94 $20,421 - $22,491	395 Added 376.19%	500 $27,000
Q4 2022 Feb 07, 2023	SELL	$47.77 - $55.73 $2,866 - $3,343	-60 Reduced 36.36%	105 $5,000
Q2 2022 Sep 06, 2022	BUY	$49.26 - $58.47 $8,127 - $9,647	165 New	165 $8,000
Q2 2022 Aug 12, 2022	SELL	$49.26 - $58.47 $8,127 - $9,647	-165 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$54.81 - $59.23 $2,192 - $2,369	40 Added 32.0%	165 $0
Q3 2019 Nov 07, 2019	BUY	$38.93 - $39.77 $4,866 - $4,971	125 New	125 $5,000
Q1 2019 May 15, 2019	SELL	N/A	-125 Closed	0 $0
Q2 2016 Jun 03, 2019	BUY	N/A	125	125 $4,000

145

4.05M

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