Financial Gravity Asset Management, Inc. Schwab Strategic Us Tips ETF Transaction History

Financial Gravity Asset Management, Inc.

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$51.32 - $52.45 $4,105 - $4,196	80 Added 2000.0%	84 $4.39 Million
Q4 2023 Jun 26, 2024	SELL	$49.69 - $52.46 $3,975 - $4,196	-80 Reduced 95.24%	4 $214,000
Q3 2023 Nov 15, 2023	SELL	$50.37 - $52.48 $2,417 - $2,519	-48 Reduced 92.31%	4 $0
Q2 2023 Aug 08, 2023	SELL	$52.18 - $54.02 $104 - $108	-2 Reduced 3.7%	52 $5.9 Million
Q1 2023 May 12, 2023	BUY	$51.68 - $53.62 $103 - $107	2 Added 3.85%	54 $220,000

Q4 2022 Feb 15, 2023	SELL	$51.7 - $53.83 $2,688 - $2,799	-52 Reduced 50.0%	52 $27 Million
Q3 2022 Nov 03, 2022	BUY	N/A	48 Added 85.71%	104 $256,000
Q2 2022 Aug 05, 2022	SELL	N/A	-5 Reduced 8.2%	56 $229,000
Q1 2022 May 13, 2022	SELL	N/A	-4,385 Reduced 98.63%	61 $249,000
Q4 2021 Feb 11, 2022	BUY	N/A	779 Added 21.24%	4,446 $527,000
Q2 2021 Aug 11, 2021	BUY	N/A	360 Added 10.89%	3,667 $292,000
Q1 2021 May 17, 2021	SELL	N/A	-14 Reduced 0.42%	3,307 $444,000
Q4 2020 Feb 16, 2021	BUY	N/A	3,321 New	3,321 $0
Q2 2020 Aug 13, 2020	SELL	N/A	-3,231 Closed	0 $0
Q1 2020 May 12, 2020	BUY	N/A	147 Added 4.77%	3,231 $0
Q4 2019 Feb 28, 2020	BUY	N/A	157 Added 5.36%	3,084 $175,000
Q3 2018 Oct 31, 2018	BUY	N/A	2,927 New	2,927 $156,000

677

159M

123K

4.8K

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