Paradigm Financial Partners, LLC Schwab Fundamental U S Small C Transaction History

Paradigm Financial Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$44.98 - $56.11 $39,672 - $49,489	882 Added 14.18%	7,101 $393,000
Q3 2023 Oct 12, 2023	BUY	$47.76 - $53.58 $91,938 - $103,141	1,925 Added 44.83%	6,219 $301,000
Q2 2023 Jul 13, 2023	BUY	$46.06 - $50.45 $197,781 - $216,632	4,294 New	4,294 $216,000
Q2 2022 Jul 27, 2022	BUY	$44.28 - $53.81 $16,693 - $20,286	377 Added 9.42%	4,378 $202,000
Q1 2022 May 16, 2022	BUY	$50.55 - $56.5 $12,789 - $14,294	253 Added 6.75%	4,001 $208,000
Q4 2021 Feb 18, 2022	SELL	$52.31 - $57.77 $1.29 Million - $1.43 Million	-24,728 Reduced 86.84%	3,748 $208,000
Q4 2021 Feb 10, 2022	BUY	$52.31 - $57.77 $1.49 Million - $1.65 Million	28,476 New	28,476 $0

425

122M

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

Stay updated on Paradigm Financial Partners, LLC with notifications on news.