Theory Financial LLC Schwab Fundamental Intl Large Transaction History

Theory Financial LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$31.51 - $33.54 $531,825 - $566,088	-16,878 Reduced 71.53%	6,718 $212,000
Q2 2023 Aug 07, 2023	BUY	$30.91 - $33.09 $55,916 - $59,859	1,809 Added 8.3%	23,596 $761,000
Q1 2023 May 12, 2023	BUY	$29.24 - $31.97 $350 - $383	12 Added 0.06%	21,787 $681,000
Q4 2022 Feb 07, 2023	BUY	$25.2 - $30.35 $106,948 - $128,805	4,244 Added 24.21%	21,775 $632,000
Q2 2022 Aug 10, 2022	BUY	$28.1 - $32.52 $492,621 - $570,108	17,531 New	17,531 $485,000

601

300M

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