Theory Financial LLC Schwab Fundamental U S Large C Transaction History

Theory Financial LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$55.81 - $59.78 $579,921 - $621,173	-10,391 Reduced 71.87%	4,068 $227,000
Q2 2023 Aug 07, 2023	BUY	$53.84 - $57.58 $6,514 - $6,967	121 Added 0.84%	14,459 $832,000
Q1 2023 May 12, 2023	BUY	$52.49 - $57.54 $5,458 - $5,984	104 Added 0.73%	14,338 $787,000
Q4 2022 Feb 07, 2023	BUY	$48.43 - $56.6 $22,762 - $26,602	470 Added 3.41%	14,234 $760,000
Q2 2022 Aug 10, 2022	BUY	$49.93 - $59.29 $687,236 - $816,067	13,764 New	13,764 $704,000

593

193M

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