Us Advisors Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Us Advisors Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 13, 2020	SELL	$39.01 - $57.03 $1.98 Million - $2.9 Million	-50,815 Closed	0 $0
Q1 2020 Apr 28, 2020	SELL	$35.83 - $62.24 $2.72 Million - $4.73 Million	-75,923 Reduced 59.91%	50,815 $2.14 Million
Q4 2019 Feb 14, 2020	SELL	$54.56 - $60.24 $6.6 Million - $7.29 Million	-121,058 Reduced 48.85%	126,738 $7.62 Million
Q3 2019 Nov 07, 2019	BUY	$56.23 - $57.59 $92,217 - $94,447	1,640 Added 0.67%	247,796 $14 Million
Q2 2019 Aug 09, 2019	BUY	N/A	126,072 Added 104.99%	246,156 $14.1 Million
Q1 2019 May 06, 2019	BUY	N/A	2,974 Added 2.54%	120,084 $6.65 Million
Q4 2018 Feb 08, 2019	SELL	N/A	-4,852 Reduced 3.98%	117,110 $5.61 Million
Q3 2018 Oct 25, 2018	BUY	N/A	3,738 Added 3.16%	121,962 $7.05 Million
Q2 2018 Oct 10, 2018	BUY	N/A	603 Added 0.51%	118,224 $6.49 Million
Q1 2018 Apr 18, 2018	BUY	N/A	2,161 Added 1.87%	117,621 $6.22 Million
Q4 2017 Mar 28, 2018	BUY	N/A	115,460	115,460 $0

980

173M

8.1K

3.6K

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