Waypoint Capital Advisors, LLC Schwab Strategic Tr Us Small C Transaction History

Waypoint Capital Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	SELL	$39.91 - $43.82 $58,468 - $64,196	-1,465 Reduced 18.85%	6,307 $276,000
Q1 2023 Apr 13, 2023	SELL	$39.82 - $46.36 $38,943 - $45,340	-978 Reduced 11.18%	7,772 $325,000
Q4 2022 Jan 23, 2023	BUY	$38.25 - $43.54 $38,020 - $43,278	994 Added 12.82%	8,750 $0
Q3 2022 Oct 17, 2022	BUY	$37.65 - $45.9 $2,409 - $2,937	64 Added 0.83%	7,756 $293,000
Q2 2022 Jul 18, 2022	BUY	$37.88 - $48.01 $291,372 - $369,292	7,692 New	7,692 $300,000

1,146

147M

55.6K

7.8K

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