Vishria Bird Financial Group, LLC Schwab Strategic U.S. Mid Cap Transaction History

Vishria Bird Financial Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 20, 2020	SELL	$39.01 - $57.03 $2.9 Million - $4.24 Million	-74,377 Closed	0 $0
Q1 2020 Apr 13, 2020	BUY	$35.83 - $62.24 $85,239 - $148,068	2,379 Added 3.3%	74,377 $3.14 Million
Q4 2019 Jan 09, 2020	BUY	$54.56 - $60.24 $204,108 - $225,357	3,741 Added 5.48%	71,998 $4.33 Million
Q3 2019 Oct 15, 2019	BUY	$56.23 - $57.59 $131,465 - $134,645	2,338 Added 3.55%	68,257 $3.86 Million
Q2 2019 Jul 15, 2019	BUY	N/A	1,113 Added 1.72%	65,919 $3.76 Million
Q1 2019 Apr 05, 2019	SELL	N/A	-851 Reduced 1.3%	64,806 $3.59 Million
Q4 2018 Jan 17, 2019	BUY	N/A	65,657 New	65,657 $3.15 Million

950

108M

8.1K

3.6K

Get notified when there are updates to the investment portfolio of Vishria Bird Financial Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Vishria Bird Financial Group, LLC with notifications on news.