Nelson Capital Management, LLC Schwab Strategic Tr Us Emergin Transaction History

Nelson Capital Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$23.66 - $25.54 $80,349 - $86,733	-3,396 Reduced 2.31%	143,835 $3.54 Million
Q1 2023 May 09, 2023	SELL	$23.32 - $26.39 $131,921 - $149,288	-5,657 Reduced 3.7%	147,231 $3.61 Million
Q4 2022 Feb 02, 2023	SELL	$21.59 - $24.95 $1.89 Million - $2.18 Million	-87,466 Reduced 36.39%	152,888 $3.62 Million
Q3 2022 Nov 02, 2022	SELL	$22.4 - $25.83 $184,464 - $212,710	-8,235 Reduced 3.31%	240,354 $5.38 Million
Q2 2022 Jul 27, 2022	BUY	$24.51 - $28.87 $5.91 Million - $6.97 Million	241,279 Added 3300.67%	248,589 $6.31 Million
Q1 2022 May 02, 2022	BUY	$25.61 - $30.82 $187,209 - $225,294	7,310 New	7,310 $203,000

785

142M

28.1K

200

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