Key Client Fiduciary Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History

Key Client Fiduciary Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$75.25 - $80.63 $15,877 - $17,012	-211 Reduced 2.74%	7,479 $603,000
Q4 2023 Jan 09, 2024	SELL	$66.9 - $76.32 $6,489 - $7,403	-97 Reduced 1.25%	7,690 $585,000
Q3 2023 Nov 14, 2023	BUY	$70.63 - $75.66 $144,791 - $155,103	2,050 Added 35.73%	7,787 $551,000
Q2 2023 Jul 13, 2023	BUY	$69.18 - $73.94 $12,106 - $12,939	175 Added 3.15%	5,737 $416,000
Q1 2023 Apr 25, 2023	BUY	$70.28 - $78.03 $73,161 - $81,229	1,041 Added 23.03%	5,562 $406,000
Q4 2022 Jan 17, 2023	SELL	$67.16 - $79.06 $58,026 - $68,307	-864 Reduced 16.04%	4,521 $0
Q3 2022 Oct 12, 2022	BUY	$66.43 - $77.87 $40,256 - $47,189	606 Added 12.68%	5,385 $358,000
Q2 2022 Jul 19, 2022	SELL	$70.31 - $80.24 $32,905 - $37,552	-468 Reduced 8.92%	4,779 $342,000
Q1 2022 Apr 18, 2022	BUY	$75.14 - $81.94 $69,805 - $76,122	929 Added 21.51%	5,247 $414,000
Q4 2021 Mar 01, 2022	BUY	$74.93 - $80.86 $323,547 - $349,153	4,318 New	4,318 $349,000

1,760

276M

1.92M

1.16M

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