Mcdonald Partners LLC Schwab Strategic Tr Us Emergin Transaction History

Mcdonald Partners LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Oct 28, 2021	BUY	$29.81 - $32.7 $154,266 - $169,222	5,175 Added 79.55%	11,680 $356,000
Q2 2021 Nov 24, 2021	SELL	$31.06 - $33.61 $232,173 - $251,234	-7,475 Reduced 53.47%	6,505 $214,000
Q2 2021 Jul 23, 2021	BUY	$31.06 - $33.61 $139,770 - $151,245	4,500 Added 47.47%	13,980 $460,000
Q1 2021 Apr 15, 2021	BUY	$30.78 - $34.63 $291,794 - $328,292	9,480 New	9,480 $301,000

770

236M

13.7K

Get notified when there are updates to the investment portfolio of Mcdonald Partners LLC, based on Form 13F filings with the SEC.

Stay updated on Mcdonald Partners LLC with notifications on news.