Coldstream Capital Management Inc Schwab Us Aggregate Bond ETF Transaction History

Coldstream Capital Management Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$43.09 - $46.83 $74,373 - $80,828	1,726 Added 31.97%	7,124 $332,000
Q3 2023 Nov 02, 2023	BUY	$44.14 - $46.33 $238,267 - $250,089	5,398 New	5,398 $238,000
Q2 2022 Aug 08, 2022	BUY	$46.62 - $50.36 $29,743 - $32,129	638 Added 6.54%	10,398 $498,000
Q4 2021 Feb 11, 2022	BUY	$53.63 - $54.52 $11,691 - $11,885	218 Added 2.28%	9,760 $526,000
Q3 2021 Nov 12, 2021	BUY	$54.26 - $55.17 $88,172 - $89,651	1,625 Added 20.53%	9,542 $521,000
Q2 2021 Aug 16, 2021	BUY	$53.9 - $54.6 $426,726 - $432,268	7,917 New	7,917 $432,000

628

83M

100

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