Valeo Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Valeo Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$56.38 - $57.16 $21,142 - $21,435	-375 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$56.41 - $58.25 $338 - $349	-6 Reduced 1.57%	375 $21,000
Q4 2020 Feb 11, 2021	BUY	$57.98 - $58.64 $347 - $351	6 Added 1.6%	381 $22,000
Q3 2020 Oct 28, 2020	BUY	$58.56 - $58.96 $7,437 - $7,487	127 Added 51.21%	375 $22,000
Q2 2020 Jul 20, 2020	BUY	$58.18 - $58.86 $14,428 - $14,597	248 New	248 $15,000

399

181M

1.2K

16.7K

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