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

144

4.02M

Get notified when there are updates to the investment portfolio of Kendall Capital Management, based on Form 13F filings with the SEC.

Stay updated on Kendall Capital Management with notifications on news.