Beacon Financial Advisory LLC Schwab Strategic Tr 1 5 Yr C Transaction History

Beacon Financial Advisory LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 27, 2022	SELL	$48.35 - $50.5 $424,416 - $443,289	-8,778 Closed	0 $0
Q4 2021 Jan 21, 2022	SELL	$50.42 - $51.09 $40,688 - $41,229	-807 Reduced 8.42%	8,778 $444,000
Q3 2021 Nov 15, 2021	SELL	$51.05 - $51.3 $340,656 - $342,324	-6,673 Reduced 41.04%	9,585 $489,000
Q2 2021 Jul 14, 2021	BUY	$50.92 - $51.3 $827,857 - $834,035	16,258 New	16,258 $832,000

111

3.51M

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

Stay updated on Beacon Financial Advisory LLC with notifications on news.