Blue Bell Private Wealth Management, LLC Schwab Fundamental U S Small C Transaction History

Blue Bell Private Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 02, 2022	SELL	$44.28 - $53.81 $44 - $53	-1 Closed	0 $0
Q1 2022 Apr 21, 2022	BUY	$50.55 - $56.5 $50 - $56	1 New	1 $0
Q3 2020 Oct 23, 2020	SELL	$30.58 - $35.51 $38,683 - $44,920	-1,265 Closed	0 $0
Q2 2020 Jul 30, 2020	SELL	$23.69 - $35.9 $15,753 - $23,873	-665 Reduced 34.46%	1,265 $40,000
Q3 2019 Nov 07, 2019	SELL	$37.63 - $38.85 $10,160 - $10,489	-270 Reduced 12.27%	1,930 $73,000
Q1 2019 Apr 23, 2019	SELL	N/A	-300 Reduced 12.0%	2,200 $82,000
Q4 2018 Jan 16, 2019	BUY	N/A	2,033 Added 435.33%	2,500 $82,000
Q3 2018 Oct 25, 2018	BUY	N/A	467 New	467 $19,000

462

241M

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