Spence Asset Management Schwab Strategic Tr 1000 Index Transaction History

Spence Asset Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 06, 2020	SELL	$28.33 - $31.69 $179,838 - $201,168	-6,348 Closed	0 $0
Q3 2019 Oct 07, 2019	BUY	$29.04 - $29.62 $2,468 - $2,517	85 Added 1.36%	6,348 $185,000
Q2 2019 Jul 09, 2019	BUY	N/A	6,263 New	6,263 $181,000
Q4 2018 Jan 09, 2019	SELL	N/A	-6,143 Closed	0 $0
Q3 2018 Oct 09, 2018	SELL	N/A	-35 Reduced 0.57%	6,143 $176,000
Q2 2018 Jul 06, 2018	BUY	N/A	385 Added 6.65%	6,178 $165,000
Q1 2018 Apr 11, 2018	BUY	N/A	5,793 New	5,793 $151,000

176

34.9M

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