Kozak & Associates, Inc. Schwab Fundamental U S Broad M Transaction History

Kozak & Associates, Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 12, 2022	SELL	$47.13 - $56.11 $25,780 - $30,692	-547 Closed	0 $0
Q2 2022 Oct 12, 2022	BUY	$49.26 - $58.47 $246 - $292	5 Added 0.92%	547 $27,000
Q4 2021 Mar 11, 2022	BUY	$54.05 - $58.21 $162 - $174	3 Added 0.56%	542 $30,000
Q3 2021 Nov 16, 2021	BUY	$52.31 - $55.86 $28,195 - $30,108	539 New	539 $31,000

145

4.05M

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