Kendall Capital Management Schwab Fundamental U S Broad M Transaction History

Kendall Capital Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 10, 2024	SELL	$59.85 - $66.26 $7,481 - $8,282	-125 Reduced 3.82%	3,149 $208,000
Q4 2023 Jan 26, 2024	BUY	$52.56 - $61.29 $172,081 - $200,663	3,274 New	3,274 $200,000
Q2 2023 Jul 28, 2023	SELL	$52.94 - $56.74 $26,999 - $28,937	-510 Reduced 12.01%	3,735 $212,000
Q4 2022 Jan 30, 2023	SELL	$47.77 - $55.73 $9,554 - $11,146	-200 Reduced 4.5%	4,245 $223,000
Q2 2022 Jul 29, 2022	SELL	$49.26 - $58.47 $27,093 - $32,158	-550 Reduced 11.01%	4,445 $223,000
Q2 2021 Jul 30, 2021	SELL	$51.84 - $55.77 $7,257 - $7,807	-140 Reduced 2.73%	4,995 $272,000
Q1 2021 May 05, 2021	BUY	$44.29 - $52.19 $227,429 - $267,995	5,135 New	5,135 $263,000

145

4.05M

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