Kelly Financial Services LLC Schwab Strategic Tr Us Dividen Transaction History

Kelly Financial Services LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$75.81 - $80.15 $497,616 - $526,104	-6,564 Reduced 98.54%	97 $7,000
Q1 2024 Jul 17, 2024	BUY	$75.25 - $80.63 $35,292 - $37,815	469 Added 7.57%	6,661 $537,000
Q4 2023 Jul 17, 2024	BUY	$66.9 - $76.32 $93,325 - $106,466	1,395 Added 29.08%	6,192 $471 Million
Q3 2023 Jul 17, 2024	SELL	$70.63 - $75.66 $918 - $983	-13 Reduced 0.27%	4,797 $339 Million
Q2 2023 Jul 17, 2024	BUY	$69.18 - $73.94 $174,195 - $186,180	2,518 Added 109.86%	4,810 $349 Million
Q1 2023 Jul 17, 2024	BUY	$70.28 - $78.03 $161,081 - $178,844	2,292 New	2,292 $168 Million

1,751

275M

1.92M

1.16M

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