Jfg Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Jfg Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2020 Feb 03, 2021	SELL	$39.03 - $45.5 $11,045 - $12,876	-283 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$36.93 - $42.52 $10,451 - $12,033	283 New	283 $0
Q2 2020 Aug 12, 2020	SELL	$28.84 - $38.49 $314,038 - $419,117	-10,889 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$26.18 - $40.44 $9,058 - $13,992	346 Added 3.28%	10,889 $658,000
Q4 2019 Feb 06, 2020	SELL	$34.47 - $38.58 $14,167 - $15,856	-411 Reduced 3.75%	10,543 $811,000
Q2 2019 Aug 01, 2019	BUY	N/A	1,003 Added 10.08%	10,954 $789,000
Q1 2019 May 14, 2019	SELL	N/A	-1,228 Reduced 10.98%	9,951 $677,000
Q4 2018 Feb 14, 2019	BUY	N/A	11,179 New	11,179 $669,000

1,181

167M

172K

20.7K

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