Joule Financial, LLC Schwab Strategic U.S. Mid Cap Transaction History

Joule Financial, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 11, 2024	SELL	$63.01 - $75.95 $13,988 - $16,860	-222 Reduced 2.53%	8,569 $645,000
Q3 2023 Oct 26, 2023	SELL	$66.75 - $73.98 $12,615 - $13,982	-189 Reduced 2.1%	8,791 $594,000
Q2 2023 Jul 14, 2023	SELL	$65.29 - $71.03 $65 - $71	-1 Reduced 0.01%	8,980 $637,000
Q1 2023 Apr 13, 2023	SELL	$64.24 - $73.9 $41,242 - $47,443	-642 Reduced 6.67%	8,981 $609,000
Q4 2022 Jan 13, 2023	BUY	$61.05 - $69.94 $2,808 - $3,217	46 Added 0.48%	9,623 $0
Q3 2022 Oct 19, 2022	SELL	$60.5 - $72.51 $16,940 - $20,302	-280 Reduced 2.84%	9,577 $580,000
Q2 2022 Jul 19, 2022	BUY	$60.91 - $76.4 $600,389 - $753,074	9,857 New	9,857 $618,000

912

94.8M

6.2K

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