Syverson Strege & CO Schwab Fundamental U S Small C Transaction History

Syverson Strege & CO

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	SELL	$46.21 - $53.63 $324,579 - $376,697	-7,024 Reduced 92.43%	575 $27,000
Q4 2022 Feb 06, 2023	SELL	$43.53 - $50.11 $69,560 - $80,075	-1,598 Reduced 17.38%	7,599 $355,000
Q4 2021 Jan 19, 2022	SELL	$52.31 - $57.77 $116,860 - $129,058	-2,234 Reduced 19.54%	9,197 $511,000
Q3 2021 Nov 02, 2021	BUY	$50.41 - $54.9 $50 - $54	1 Added 0.01%	11,431 $602,000
Q1 2021 May 07, 2021	BUY	$42.36 - $53.44 $22,959 - $28,964	542 Added 4.98%	11,430 $579,000
Q4 2020 Feb 03, 2021	BUY	$33.5 - $43.02 $364,748 - $468,401	10,888 New	10,888 $467,000

426

127M

Get notified when there are updates to the investment portfolio of Syverson Strege & CO, based on Form 13F filings with the SEC.

Stay updated on Syverson Strege & CO with notifications on news.