Sage Financial Management Group, Inc. Schwab Strategic Tr Us Small C Transaction History

Sage Financial Management Group, Inc.

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$44.84 - $49.24 $138,779 - $152,397	3,095 Added 7.26%	45,747 $2.25 Million
Q4 2023 Jan 17, 2024	SELL	$38.13 - $48.02 $16,510 - $20,792	-433 Reduced 1.0%	42,652 $2.02 Million
Q3 2023 Oct 12, 2023	BUY	$40.85 - $46.1 $1.76 Million - $1.99 Million	43,085 New	43,085 $1.79 Million
Q1 2023 May 01, 2023	SELL	$39.82 - $46.36 $356,906 - $415,524	-8,963 Reduced 10.35%	77,598 $3.25 Million
Q4 2022 Jan 20, 2023	BUY	$39.61 - $43.54 $199,674 - $219,485	5,041 Added 6.18%	86,561 $3.51 Million

Q3 2022 Oct 24, 2022	SELL	N/A	-6,708 Reduced 7.6%	81,520 $3.08 Million
Q2 2022 Aug 02, 2022	BUY	N/A	6,200 Added 7.56%	88,228 $3.44 Million
Q1 2022 Apr 28, 2022	BUY	N/A	43,321 Added 111.92%	82,028 $3.89 Million
Q4 2021 Feb 08, 2022	BUY	N/A	38,707 New	38,707 $3.96 Million
Q3 2021 Oct 26, 2021	SELL	N/A	-34,665 Closed	0 $0
Q2 2021 Aug 03, 2021	BUY	N/A	633 Added 1.86%	34,665 $3.61 Million
Q1 2021 May 11, 2021	SELL	N/A	-209,756 Reduced 86.04%	34,032 $3.39 Million
Q4 2020 Feb 08, 2021	BUY	N/A	204,205 Added 515.89%	243,788 $3.52 Million
Q4 2020 Feb 08, 2021	BUY	N/A	39,583 New	39,583 $3.52 Million

1,110

226M

56K

18.6K

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