Wny Asset Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Wny Asset Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 08, 2022	SELL	$60.91 - $76.4 $88,380 - $110,856	-1,451 Reduced 24.17%	4,552 $285,000
Q1 2022 Apr 19, 2022	SELL	$70.66 - $80.89 $178,416 - $204,247	-2,525 Reduced 29.61%	6,003 $455,000
Q4 2021 Feb 15, 2022	SELL	$76.01 - $83.39 $77,378 - $84,891	-1,018 Reduced 10.66%	8,528 $686,000
Q3 2021 Nov 09, 2021	SELL	$74.65 - $80.95 $66,662 - $72,288	-893 Reduced 8.55%	9,546 $732,000
Q2 2021 Jul 14, 2021	BUY	$74.64 - $79.12 $149 - $158	2 Added 0.02%	10,439 $817,000
Q1 2021 Apr 20, 2021	SELL	$67.07 - $76.85 $18,444 - $21,133	-275 Reduced 2.57%	10,437 $778,000
Q4 2020 Feb 16, 2021	BUY	$55.93 - $68.45 $599,122 - $733,236	10,712 New	10,712 $730,000

912

94.8M

6.2K

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