Pinnacle Family Advisors, LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Pinnacle Family Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$48.35 - $50.5 $490,172 - $511,969	-10,138 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$50.42 - $51.09 $351,276 - $355,944	-6,967 Reduced 40.73%	10,138 $512,000
Q3 2021 Nov 12, 2021	SELL	$51.05 - $51.3 $6,993 - $7,028	-137 Reduced 0.79%	17,105 $873,000
Q2 2021 Aug 16, 2021	BUY	$50.92 - $51.3 $15,887 - $16,005	312 Added 1.84%	17,242 $882,000
Q1 2021 May 14, 2021	BUY	$50.81 - $51.4 $860,213 - $870,202	16,930 New	16,930 $863,000

117

6.99M

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