Trek Financial, LLC Schwab Strategic Tr Us Large C Transaction History

Trek Financial, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 15, 2020	SELL	$38.4 - $61.03 $284,544 - $452,232	-7,410 Closed	0 $0
Q4 2019 Feb 19, 2020	SELL	$54.73 - $60.25 $25,011 - $27,534	-457 Reduced 5.81%	7,410 $445,000
Q3 2019 Nov 08, 2019	SELL	$56.56 - $57.5 $43,947 - $44,677	-777 Reduced 8.99%	7,867 $446,000
Q2 2019 Aug 14, 2019	SELL	N/A	-332 Reduced 3.7%	8,644 $485,000
Q1 2019 May 14, 2019	SELL	N/A	-6,008 Reduced 40.1%	8,976 $491,000
Q4 2018 Mar 14, 2019	BUY	N/A	14,984 New	14,984 $739,000

836

112M

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