Lederer & Associates Investment Counsel Schwab Strategic Tr Us Small C Transaction History

Lederer & Associates Investment Counsel

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$37.88 - $48.01 $204,438 - $259,109	-5,397 Closed	0 $0
Q1 2022 May 24, 2022	BUY	$44.42 - $51.73 $118,157 - $137,601	2,660 Added 97.19%	5,397 $256,000
Q4 2021 Jan 24, 2022	BUY	$48.64 - $55.07 $20,185 - $22,854	415 Added 17.87%	2,737 $280,000
Q3 2021 Oct 22, 2021	BUY	$48.3 - $52.49 $112,152 - $121,881	2,322 New	2,322 $232,000
Q2 2021 Jul 23, 2021	SELL	$48.39 - $52.91 $60,487 - $66,137	-1,250 Closed	0 $0
Q1 2021 Apr 19, 2021	BUY	$43.89 - $52.63 $54,862 - $65,787	1,250 New	1,250 $0
Q4 2018 Jan 25, 2019	SELL	N/A	-3,040 Closed	0 $0
Q2 2018 Jul 27, 2018	BUY	N/A	3,040 New	3,040 $224,000

1,144

146M

55.6K

7.8K

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