Crestone Asset Management LLC Schwab Strategic Tr Us Large C Transaction History

Crestone Asset Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$80.6 - $93.32 $187,798 - $217,435	2,330 New	2,330 $216,000
Q3 2021 Nov 05, 2021	SELL	$73.24 - $78.94 $183,392 - $197,665	-2,504 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$61.41 - $68.35 $153,770 - $171,148	2,504 New	2,504 $0
Q1 2021 Apr 27, 2021	SELL	$61.41 - $68.35 $201,793 - $224,598	-3,286 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$55.95 - $64.38 $11,973 - $13,777	-214 Reduced 6.11%	3,286 $422,000
Q2 2019 Mar 12, 2021	BUY	N/A	3,500 New	3,500 $291,000

1,256

169M

87.2K

25.8K

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