Mc Clarren Financial Advisors, Inc. Schwab Strategic U.S. Reit ETF Transaction History

Mc Clarren Financial Advisors, Inc.

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 02, 2024	BUY	$16.76 - $20.95 $586 - $733	35 Added 1.18%	2,998 $62,000
Q3 2023 Nov 03, 2023	BUY	$17.52 - $20.27 $402 - $466	23 Added 0.78%	2,963 $52,000
Q2 2023 Aug 04, 2023	BUY	$18.34 - $19.64 $568 - $608	31 Added 1.07%	2,940 $57,000
Q1 2023 May 05, 2023	BUY	$18.01 - $21.78 $8,428 - $10,193	468 Added 19.17%	2,909 $54,000
Q4 2022 Jan 30, 2023	BUY	$17.68 - $20.46 $353 - $409	20 Added 0.83%	2,441 $47,000
Q3 2022 Oct 31, 2022	BUY	$18.45 - $23.6 $44,667 - $57,135	2,421 New	2,421 $45,000
Q2 2022 Aug 11, 2022	SELL	$20.18 - $25.97 $48,169 - $61,990	-2,387 Closed	0 $0
Q1 2022 Apr 29, 2022	BUY	$22.75 - $26.16 $27,163 - $31,235	1,194 Added 100.08%	2,387 $59,000
Q4 2021 Jan 19, 2022	BUY	$22.99 - $26.35 $206 - $237	9 Added 0.76%	1,193 $63,000
Q3 2021 Oct 15, 2021	BUY	$22.84 - $24.92 $1,621 - $1,769	71 Added 6.38%	1,184 $54,000
Q2 2021 Jul 23, 2021	BUY	$20.92 - $23.68 $83 - $94	4 Added 0.36%	1,113 $50,000
Q1 2021 Apr 21, 2021	BUY	$18.25 - $20.79 $36 - $41	2 Added 0.18%	1,109 $46,000
Q4 2020 Jan 29, 2021	BUY	$17.04 - $19.33 $18,863 - $21,398	1,107 New	1,107 $42,000

530

176M

22.2K

84.6K

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