Spence Asset Management Schwab Strategic U.S. Mid Cap Transaction History

Spence Asset Management

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Jan 06, 2020	SELL	$54.56 - $60.24 $1.9 Million - $2.09 Million	-34,777 Closed	0 $0
Q3 2019 Oct 07, 2019	SELL	$56.23 - $57.59 $117,745 - $120,593	-2,094 Reduced 5.68%	34,777 $1.97 Million
Q2 2019 Jul 09, 2019	SELL	N/A	-2,783 Reduced 7.02%	36,871 $2.11 Million
Q1 2019 Apr 02, 2019	SELL	N/A	-5,312 Reduced 11.81%	39,654 $2.2 Million
Q4 2018 Jan 09, 2019	SELL	N/A	-3,868 Reduced 7.92%	44,966 $2.16 Million
Q3 2018 Oct 09, 2018	SELL	N/A	-1,744 Reduced 3.45%	48,834 $2.83 Million
Q2 2018 Jul 06, 2018	BUY	N/A	50,267 Added 16163.02%	50,578 $2.78 Million
Q4 2017 Jan 25, 2018	BUY	N/A	311	311 $17,000

950

108M

8.1K

3.6K

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