Stonebridge Capital Advisors LLC Schwab Strategic U.S. Mid Cap Transaction History

Stonebridge Capital Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 23, 2023	BUY	$65.29 - $71.03 $8,618 - $9,375	132 Added 24.54%	670 $47,000
Q1 2023 May 12, 2023	SELL	$64.24 - $73.9 $5,396 - $6,207	-84 Reduced 13.5%	538 $36,000
Q4 2022 Feb 14, 2023	BUY	$61.05 - $69.94 $35,653 - $40,844	584 Added 1536.84%	622 $40,000
Q1 2022 May 13, 2022	SELL	$70.66 - $80.89 $5,935 - $6,794	-84 Reduced 68.85%	38 $3,000
Q1 2021 May 14, 2021	BUY	$67.07 - $76.85 $8,182 - $9,375	122 New	122 $9,000
Q3 2020 Nov 18, 2020	SELL	$51.99 - $58.83 $4,367 - $4,941	-84 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$39.01 - $57.03 $3,276 - $4,790	84 New	84 $4,000

932

95.7M

6.2K

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