Montag A & Associates Inc Schwab Strategic Tr Us Dividen Transaction History

Montag A & Associates Inc

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$69.18 - $73.94 $65,721 - $70,243	-950 Reduced 49.38%	974 $70,000
Q4 2022 Feb 02, 2023	BUY	$67.16 - $79.06 $65,413 - $77,004	974 Added 102.53%	1,924 $145,000
Q4 2021 Feb 09, 2022	BUY	$74.93 - $80.86 $71,183 - $76,817	950 New	950 $0

1,760

276M

1.92M

1.16M

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