Sage Financial Management Group, Inc. Schwab Fundamental U S Broad M Transaction History

Sage Financial Management Group, Inc.

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$59.85 - $66.26 $10,174 - $11,264	-170 Reduced 2.83%	5,845 $387,000
Q4 2023 Jan 17, 2024	SELL	$52.56 - $61.29 $15,242 - $17,774	-290 Reduced 4.6%	6,015 $368,000
Q3 2023 Oct 12, 2023	BUY	$54.9 - $58.95 $346,144 - $371,679	6,305 New	6,305 $347,000
Q1 2023 May 01, 2023	SELL	$51.7 - $56.94 $42,445 - $46,747	-821 Reduced 7.6%	9,979 $540,000
Q2 2022 Aug 02, 2022	SELL	N/A	-950 Reduced 8.09%	10,800 $542,000

Q1 2022 Apr 28, 2022	BUY	N/A	410 Added 3.62%	11,750 $679,000
Q4 2021 Feb 08, 2022	BUY	N/A	11,340 New	11,340 $658,000
Q3 2021 Oct 26, 2021	SELL	N/A	-13,145 Closed	0 $0
Q1 2021 May 11, 2021	BUY	N/A	13,145 New	13,145 $674,000

138

3.76M

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