Annex Advisory Services, LLC Schwab Strategic Tr Us Small C Transaction History

Annex Advisory Services, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 24, 2022	BUY	$37.65 - $45.9 $403,871 - $492,369	10,727 New	10,727 $405,000
Q1 2022 Apr 13, 2022	SELL	$44.42 - $51.73 $103,232 - $120,220	-2,324 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$48.64 - $55.07 $15,613 - $17,677	321 Added 16.03%	2,324 $238,000
Q3 2021 Oct 18, 2021	SELL	$48.3 - $52.49 $9,708 - $10,550	-201 Reduced 9.12%	2,003 $200,000
Q2 2021 Jul 29, 2021	BUY	$48.39 - $52.91 $7,790 - $8,518	161 Added 7.88%	2,204 $230,000
Q1 2021 Apr 22, 2021	BUY	$43.89 - $52.63 $89,667 - $107,523	2,043 New	2,043 $205,000

1,147

147M

55.6K

7.8K

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