Paradigm Financial Partners, LLC Schwab Strategic U.S. Mid Cap Transaction History

Paradigm Financial Partners, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 05, 2024	BUY	$63.01 - $75.95 $71,957 - $86,734	1,142 Added 13.29%	9,733 $733,000
Q3 2023 Oct 12, 2023	BUY	$66.75 - $73.98 $88,844 - $98,467	1,331 Added 18.33%	8,591 $581,000
Q2 2023 Jul 13, 2023	BUY	$65.29 - $71.03 $195,021 - $212,166	2,987 Added 69.9%	7,260 $515,000
Q1 2023 Apr 11, 2023	BUY	$64.24 - $73.9 $28,779 - $33,107	448 Added 11.71%	4,273 $289,000
Q4 2022 Jan 27, 2023	BUY	$61.05 - $69.94 $22,466 - $25,737	368 Added 10.65%	3,825 $0
Q3 2022 Nov 09, 2022	BUY	$60.5 - $72.51 $2,299 - $2,755	38 Added 1.11%	3,457 $221,000
Q2 2022 Jul 27, 2022	BUY	$60.91 - $76.4 $208,251 - $261,211	3,419 New	3,419 $221,000

950

108M

8.1K

3.6K

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