Alera Investment Advisors, LLC Schwab Strategic Tr Us Broad M Transaction History

Alera Investment Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 10, 2022	BUY	$49.15 - $56.85 $134,671 - $155,769	2,740 Added 100.0%	5,480 $293,000
Q3 2021 Nov 15, 2021	BUY	$51.32 - $54.83 $125,990 - $134,607	2,455 Added 861.4%	2,740 $285,000
Q3 2021 Nov 09, 2021	SELL	$51.32 - $54.83 $125,990 - $134,607	-2,455 Reduced 89.6%	285 $285,000
Q2 2021 Aug 05, 2021	BUY	$48.92 - $52.14 $134,040 - $142,863	2,740 New	2,740 $286,000

1,161

168M

197K

19.4K

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