Gradient Capital Advisors, LLC Invesco California Amt Free Mu Transaction History

Gradient Capital Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	BUY	$24.04 - $25.03 $197,248 - $205,371	8,205 New	8,205 $203,000
Q2 2022 Jul 18, 2022	SELL	$23.81 - $25.88 $195,361 - $212,345	-8,205 Closed	0 $0
Q4 2021 Jan 31, 2022	SELL	$27.55 - $27.98 $4,931 - $5,008	-179 Reduced 2.14%	8,205 $229,000
Q2 2021 Aug 02, 2021	SELL	$27.71 - $28.3 $248,281 - $253,568	-8,960 Reduced 51.66%	8,384 $236,000
Q3 2020 Oct 21, 2020	BUY	$27.27 - $28.09 $244,339 - $251,686	8,960 Added 106.87%	17,344 $479,000
Q2 2018 Jul 26, 2018	BUY	$25.43 - $26.03 $213,205 - $218,235	8,384 New	8,384 $217,000

100

14.6M

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