Waterford Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Waterford Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	BUY	$27.2 - $30.7 $114,566 - $129,308	4,212 Added 1.65%	259,243 $7.67 Million
Q1 2024 May 15, 2024	BUY	$25.58 - $27.83 $291,125 - $316,733	11,381 Added 4.67%	255,031 $7.08 Million
Q4 2023 Feb 13, 2024	BUY	$25.33 - $27.18 $6.17 Million - $6.62 Million	243,650 New	243,650 $6.61 Million
Q2 2023 Jul 31, 2023	BUY	$25.72 - $27.75 $221,140 - $238,594	8,598 Added 3.89%	229,750 $6.15 Million
Q1 2023 May 02, 2023	BUY	$24.92 - $27.41 $87,220 - $95,935	3,500 Added 1.61%	221,152 $5.76 Million
Q4 2022 Feb 14, 2023	BUY	$23.19 - $26.37 $5.05 Million - $5.74 Million	217,652 New	217,652 $5.39 Million

338

163M

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