Kathmere Capital Management, LLC Schwab Intermediate Term Us Tr Transaction History

Kathmere Capital Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 07, 2021	SELL	$56.41 - $58.25 $140,122 - $144,693	-2,484 Closed	0 $0
Q4 2020 Feb 16, 2021	SELL	$57.98 - $58.64 $38,092 - $38,526	-657 Reduced 20.92%	2,484 $145,000
Q3 2020 Nov 20, 2020	BUY	$58.56 - $58.96 $183,936 - $185,193	3,141 New	3,141 $184,000
Q3 2020 Nov 13, 2020	SELL	$58.56 - $58.96 $209,410 - $210,840	-3,576 Closed	0 $0
Q2 2020 Aug 05, 2020	SELL	$58.18 - $58.86 $8.22 Million - $8.32 Million	-141,327 Reduced 97.53%	3,576 $210,000
Q1 2020 May 06, 2020	BUY	$55.04 - $58.78 $926,763 - $989,737	16,838 Added 13.15%	144,903 $8.52 Million
Q4 2019 Feb 13, 2020	BUY	$54.79 - $56.05 $7.02 Million - $7.18 Million	128,065 New	128,065 $7.04 Million

399

181M

1.2K

16.7K

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