Capital Planning LLC Schwab Short Term Us Treasury Transaction History

Capital Planning LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 22, 2024	SELL	$47.66 - $48.45 $3.35 Million - $3.41 Million	-70,317 Reduced 90.75%	7,165 $347,000
Q3 2023 Oct 20, 2023	BUY	$47.78 - $48.2 $2.44 Million - $2.46 Million	51,057 Added 193.21%	77,482 $3.71 Million
Q2 2023 Jul 14, 2023	BUY	$48.06 - $48.89 $1.27 Million - $1.29 Million	26,425 New	26,425 $1.27 Million
Q1 2022 Apr 22, 2022	SELL	N/A	-54,907 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	N/A	47,735 Added 665.57%	54,907 $2.79 Million

Q3 2021 Oct 19, 2021	BUY	N/A	7,172 New	7,172 $367,000

612

168M

13.7K

20.1K

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