Wespac Advisors, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wespac Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 28, 2022	SELL	$76.01 - $83.39 $257,825 - $282,858	-3,392 Closed	0 $0
Q3 2021 Oct 14, 2021	BUY	$74.65 - $80.95 $253,212 - $274,582	3,392 New	3,392 $260,000
Q2 2021 Aug 03, 2021	SELL	$74.64 - $79.12 $298,037 - $315,926	-3,993 Closed	0 $0
Q1 2021 May 10, 2021	BUY	$67.07 - $76.85 $19,919 - $22,824	297 Added 8.04%	3,993 $297,000
Q4 2020 Feb 02, 2021	SELL	$55.93 - $68.45 $77,742 - $95,145	-1,390 Reduced 27.33%	3,696 $252,000
Q3 2020 Oct 27, 2020	BUY	$51.99 - $58.83 $11,021 - $12,471	212 Added 4.35%	5,086 $282,000
Q2 2020 Jul 22, 2020	BUY	$39.01 - $57.03 $190,134 - $277,964	4,874 New	4,874 $256,000

950

108M

8.1K

3.6K

Get notified when there are updates to the investment portfolio of Wespac Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Wespac Advisors, LLC with notifications on news.