Jacobi Capital Management LLC Schwab Fundamental Emerging Mk Transaction History

Jacobi Capital Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$30.22 - $33.49 $5,107 - $5,659	-169 Closed	0 $0
Q4 2020 Feb 08, 2021	SELL	$23.48 - $28.35 $10,119 - $12,218	-431 Reduced 71.83%	169 $5,000
Q3 2020 Oct 30, 2020	BUY	$23.37 - $25.29 $2,430 - $2,630	104 Added 20.97%	600 $14,000
Q2 2020 Aug 04, 2020	SELL	$19.93 - $24.85 $597,581 - $745,102	-29,984 Reduced 98.37%	496 $12,000
Q2 2020 Jul 27, 2020	BUY	$19.93 - $24.85 $607,466 - $757,428	30,480 New	30,480 $12,000
Q3 2018 Nov 14, 2018	SELL	N/A	-114 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	N/A	114 New	114 $3,000

336

163M

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