Almanack Investment Partners, Llc. Schwab Strategic Tr Us Large C Transaction History

Almanack Investment Partners, Llc.

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 05, 2023	SELL	$64.45 - $69.39 $232,148 - $249,942	-3,602 Reduced 30.7%	8,132 $524,000
Q2 2023 Aug 07, 2023	SELL	$63.33 - $67.21 $5,003 - $5,309	-79 Reduced 0.67%	11,734 $787,000
Q1 2023 May 08, 2023	BUY	$62.59 - $69.3 $27,101 - $30,006	433 Added 3.8%	11,813 $774,000
Q4 2022 Feb 08, 2023	BUY	$64.27 - $69.24 $731,392 - $787,951	11,380 New	11,380 $751,000
Q2 2022 Aug 12, 2022	BUY	N/A	194,485 Added 260.97%	269,010 $16.8 Million

Q1 2022 May 13, 2022	SELL	N/A	-94,386 Reduced 55.88%	74,525 $5.32 Million
Q4 2021 Feb 11, 2022	SELL	N/A	-11,752 Reduced 6.5%	168,911 $12.4 Million
Q3 2021 Nov 04, 2021	SELL	N/A	-29,824 Reduced 14.17%	180,663 $12.2 Million
Q2 2021 Aug 04, 2021	BUY	N/A	117,215 Added 125.67%	210,487 $14.4 Million
Q1 2021 May 11, 2021	BUY	N/A	88,917 Added 2041.72%	93,272 $6.09 Million
Q4 2020 Feb 03, 2021	BUY	N/A	19 Added 0.44%	4,355 $259,000
Q3 2020 Nov 12, 2020	SELL	N/A	-279 Reduced 6.05%	4,336 $245,000
Q2 2020 Aug 10, 2020	SELL	N/A	-211,344 Reduced 97.86%	4,615 $231,000
Q1 2020 May 13, 2020	BUY	N/A	25,047 Added 13.12%	215,959 $9.56 Million
Q4 2019 Feb 10, 2020	BUY	N/A	7,600 Added 4.15%	190,912 $11.5 Million
Q3 2019 Nov 08, 2019	BUY	N/A	6,218 Added 3.51%	183,312 $10.4 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-1,383 Reduced 0.77%	177,094 $0
Q1 2019 May 15, 2019	BUY	N/A	37,753 Added 26.83%	178,477 $9.77 Million
Q4 2018 Jan 25, 2019	BUY	N/A	136,422 Added 3171.13%	140,724 $6.94 Million
Q3 2018 Nov 13, 2018	BUY	N/A	4,302 New	4,302 $237,000

787

102M

9.1K

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