Tilia Fiduciary Partners, Inc. Schwab Fundamental U S Small C Transaction History

Tilia Fiduciary Partners, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	BUY	$46.21 - $53.63 $1,340 - $1,555	29 Added 43.94%	95 $4,000
Q3 2022 Oct 26, 2022	SELL	$42.52 - $52.23 $1,700 - $2,089	-40 Reduced 37.74%	66 $3,000
Q2 2022 Aug 01, 2022	SELL	$44.28 - $53.81 $708 - $860	-16 Reduced 13.11%	106 $5,000
Q1 2022 Apr 18, 2022	BUY	$50.55 - $56.5 $3,841 - $4,294	76 Added 165.22%	122 $6,000
Q4 2021 Feb 14, 2022	BUY	$52.31 - $57.77 $2,406 - $2,657	46 New	46 $3,000

428

122M

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