Forum Financial Management, LP Schwab Short Term Us Treasury Transaction History

Forum Financial Management, LP

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	SELL	$48.06 - $48.89 $45,801 - $46,592	-953 Reduced 15.94%	5,027 $241,000
Q1 2023 Apr 19, 2023	BUY	$47.8 - $49.0 $62,522 - $64,092	1,308 Added 28.0%	5,980 $291,000
Q4 2022 Jan 24, 2023	SELL	$47.89 - $48.47 $993,813 - $1.01 Million	-20,752 Reduced 81.62%	4,672 $0
Q3 2022 Nov 07, 2022	BUY	$48.15 - $49.37 $4,189 - $4,295	87 Added 0.34%	25,424 $1.23 Million
Q2 2022 Aug 15, 2022	BUY	$48.73 - $49.59 $1.23 Million - $1.26 Million	25,337 New	25,337 $1.25 Million

624

205M

74.3K

30.8K

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