Strategic Financial Partners, Ltd. Schwab Short Term Us Treasury Transaction History

Strategic Financial Partners, Ltd.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jul 10, 2024	SELL	$47.66 - $48.45 $271,519 - $276,019	-5,697 Closed	0 $0
Q3 2022 Jul 10, 2024	SELL	$48.15 - $49.37 $14,445 - $14,811	-300 Reduced 5.0%	5,697 $275,000
Q2 2022 Jul 10, 2024	SELL	$48.73 - $49.59 $6,627 - $6,744	-136 Reduced 2.22%	5,997 $295,000
Q3 2021 Jul 09, 2024	SELL	$51.18 - $51.3 $104,048 - $104,292	-2,033 Reduced 24.9%	6,133 $314,000
Q2 2021 Jul 09, 2024	SELL	$51.19 - $51.33 $243,613 - $244,279	-4,759 Reduced 36.82%	8,166 $418,000
Q1 2021 Jul 09, 2024	BUY	$51.27 - $51.41 $55,063 - $55,214	1,074 Added 9.06%	12,925 $663,000
Q4 2020 Jul 09, 2024	SELL	$51.37 - $51.48 $1.06 Million - $1.06 Million	-20,581 Reduced 63.46%	11,851 $609,000
Q3 2020 Jul 09, 2024	SELL	$51.49 - $51.63 $1.91 Million - $1.92 Million	-37,103 Reduced 53.36%	32,432 $1.67 Million
Q2 2020 Jul 09, 2024	SELL	$51.53 - $51.71 $6.47 Million - $6.49 Million	-125,593 Reduced 64.36%	69,535 $3.59 Million
Q1 2020 Jul 09, 2024	BUY	$50.48 - $51.73 $5.42 Million - $5.55 Million	107,276 Added 122.11%	195,128 $10.1 Million
Q4 2019 Jul 08, 2024	BUY	$50.38 - $50.71 $4.43 Million - $4.45 Million	87,852 New	87,852 $4.44 Million

607

168M

42K

33.9K

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