Uma Financial Services, Inc. Schwab Strategic Tr 1 5 Yr C Transaction History

Uma Financial Services, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 05, 2022	SELL	$48.35 - $50.5 $5.22 Million - $5.45 Million	-107,972 Closed	0 $0
Q4 2021 Jan 11, 2022	SELL	$50.42 - $51.09 $1.2 Million - $1.21 Million	-23,722 Reduced 18.01%	107,972 $5.43 Million
Q3 2021 Oct 19, 2021	SELL	$51.05 - $51.3 $2.46 Million - $2.47 Million	-48,100 Reduced 26.75%	131,694 $6.7 Million
Q2 2021 Jul 23, 2021	BUY	$50.92 - $51.3 $5.79 Million - $5.83 Million	113,614 Added 171.67%	179,794 $9.22 Million
Q1 2021 Apr 06, 2021	BUY	$50.81 - $51.4 $419,334 - $424,204	8,253 Added 14.25%	66,180 $3.37 Million
Q4 2020 Feb 19, 2021	BUY	$51.23 - $52.03 $2.97 Million - $3.01 Million	57,927 New	57,927 $2.97 Million

131

7.88M

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