Level Financial Advisors, Inc. Schwab Strategic Tr Us Large C Transaction History

Level Financial Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 14, 2023	BUY	$63.6 - $74.95 $30,528 - $35,976	480 New	480 $35,000
Q3 2022 Oct 18, 2022	SELL	$55.81 - $69.25 $334 - $415	-6 Reduced 25.0%	18 $1,000
Q2 2022 Aug 10, 2022	BUY	$55.73 - $76.55 $334 - $459	6 Added 33.33%	24 $1,000
Q1 2022 Apr 08, 2022	BUY	$65.63 - $82.62 $590 - $743	9 Added 100.0%	18 $1,000
Q4 2021 Jan 20, 2022	BUY	$73.11 - $83.4 $657 - $750	9 New	9 $2,000

1,309

181M

140K

91.5K

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