Tilia Fiduciary Partners, Inc. Schwab Fundamental Emerging Mk Transaction History

Tilia Fiduciary Partners, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	BUY	$25.72 - $27.75 $51 - $55	2 Added 1.0%	203 $5,000
Q4 2022 Feb 10, 2023	SELL	$23.19 - $26.37 $6,122 - $6,961	-264 Reduced 56.77%	201 $4,000
Q3 2022 Oct 26, 2022	SELL	$23.43 - $26.69 $562 - $640	-24 Reduced 4.91%	465 $11,000
Q2 2022 Aug 01, 2022	SELL	$25.56 - $29.71 $9,891 - $11,497	-387 Reduced 44.18%	489 $12,000
Q1 2022 Apr 18, 2022	BUY	$26.69 - $33.2 $1,254 - $1,560	47 Added 5.67%	876 $25,000
Q4 2021 Feb 14, 2022	BUY	$30.22 - $33.49 $25,052 - $27,763	829 New	829 $26,000

336

163M

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