Shepherd Kaplan Krochuk, LLC Schwab Short Term Us Treasury Transaction History

Shepherd Kaplan Krochuk, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$50.83 - $51.21 $280,581 - $282,679	-5,520 Closed	0 $0
Q2 2021 Aug 10, 2021	SELL	$51.19 - $51.33 $256,973 - $257,676	-5,020 Reduced 47.63%	5,520 $283,000
Q4 2020 Feb 12, 2021	BUY	$51.37 - $51.48 $104,794 - $105,019	2,040 Added 24.0%	10,540 $542,000
Q1 2020 May 12, 2020	BUY	$50.48 - $51.73 $429,080 - $439,705	8,500 New	8,500 $440,000
Q1 2018 May 11, 2018	SELL	N/A	-10,500 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	10,500	10,500 $529,000

607

168M

42K

33.9K

Get notified when there are updates to the investment portfolio of Shepherd Kaplan Krochuk, LLC, based on Form 13F filings with the SEC.

Stay updated on Shepherd Kaplan Krochuk, LLC with notifications on news.