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

428

122M

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