Seven Bridge Financial Group, LLC Schwab Strategic Tr Us Broad M Transaction History

Seven Bridge Financial Group, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 15, 2022	SELL	$49.15 - $56.85 $125,430 - $145,081	-2,552 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	$51.87 - $56.86 $132,372 - $145,106	2,552 New	2,552 $288,000
Q4 2021 Jan 20, 2022	SELL	$51.87 - $56.86 $199,699 - $218,911	-3,850 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$51.32 - $54.83 $14,318 - $15,297	279 Added 7.81%	3,850 $400,000
Q2 2021 Jul 26, 2021	BUY	$48.92 - $52.14 $20,791 - $22,159	425 Added 13.51%	3,571 $372,000
Q1 2021 Apr 20, 2021	BUY	$44.89 - $48.81 $224 - $244	5 Added 0.16%	3,146 $304,000
Q4 2020 Jan 19, 2021	BUY	$39.03 - $45.5 $273 - $318	7 Added 0.22%	3,141 $286,000
Q3 2020 Oct 22, 2020	SELL	$36.93 - $42.52 $7,755 - $8,929	-210 Reduced 6.28%	3,134 $250,000
Q2 2020 Jul 24, 2020	BUY	$28.84 - $38.49 $201 - $269	7 Added 0.21%	3,344 $246,000
Q1 2020 Apr 16, 2020	BUY	$26.18 - $40.44 $87,362 - $134,948	3,337 New	3,337 $202,000
Q3 2019 Oct 09, 2019	SELL	$35.32 - $36.13 $45,209 - $46,246	-1,280 Closed	0 $0
Q2 2019 Jul 15, 2019	BUY	N/A	1,280 New	1,280 $90,000

1,263

422M

365K

32.6K

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