Wescott Financial Advisory Group, LLC Schwab Fundamental U S Large C Transaction History

Wescott Financial Advisory Group, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	SELL	$52.49 - $57.54 $267,856 - $293,626	-5,103 Reduced 35.03%	9,465 $519,000
Q4 2022 Feb 06, 2023	BUY	$48.43 - $56.6 $3,874 - $4,528	80 Added 0.55%	14,568 $778,000
Q3 2022 Nov 14, 2022	BUY	$47.76 - $56.79 $3,868 - $4,599	81 Added 0.56%	14,488 $692,000
Q2 2022 Jul 28, 2022	BUY	$49.93 - $59.29 $4,044 - $4,802	81 Added 0.57%	14,407 $733,000
Q1 2022 May 16, 2022	BUY	$55.41 - $59.9 $793,803 - $858,127	14,326 New	14,326 $838,000

567

187M

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