Coldstream Capital Management Inc Vanguard Mun Bd Fds Tax Exempt Transaction History

Coldstream Capital Management Inc

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$48.03 - $50.5 $84,676 - $89,031	-1,763 Reduced 26.62%	4,861 $233,000
Q2 2023 Aug 03, 2023	SELL	$49.5 - $51.06 $26,136 - $26,959	-528 Reduced 7.38%	6,624 $332,000
Q1 2023 May 15, 2023	SELL	$49.32 - $51.02 $73,190 - $75,713	-1,484 Reduced 17.18%	7,152 $362,000
Q4 2022 Jan 10, 2023	SELL	$47.5 - $50.06 $159,932 - $168,552	-3,367 Reduced 28.05%	8,636 $0
Q2 2022 Aug 08, 2022	SELL	$49.13 - $51.51 $429,985 - $450,815	-8,752 Reduced 42.17%	12,003 $599,000
Q1 2022 May 11, 2022	BUY	$51.44 - $54.88 $24,896 - $26,561	484 Added 2.39%	20,755 $1.07 Million
Q4 2021 Feb 11, 2022	BUY	$54.5 - $55.03 $31,337 - $31,642	575 Added 2.92%	20,271 $1.11 Million
Q3 2021 Nov 12, 2021	BUY	$54.77 - $55.59 $25,741 - $26,127	470 Added 2.44%	19,696 $1.08 Million
Q2 2021 Aug 16, 2021	BUY	$54.58 - $55.46 $1.05 Million - $1.07 Million	19,226 New	19,226 $1.06 Million

1,178

510M

39.6K

85.7K

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