Gradient Capital Advisors, LLC Spdr Dow Jones Global Real Est Transaction History

Gradient Capital Advisors, LLC

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 04, 2022	SELL	N/A	-4,334 Reduced 40.74%	6,305 $244,000
Q2 2022 Jul 18, 2022	SELL	N/A	-10,201 Reduced 48.95%	10,639 $470,000
Q1 2022 Apr 29, 2022	SELL	N/A	-3,369 Reduced 13.92%	20,840 $1.13 Million
Q4 2021 Jan 31, 2022	SELL	N/A	-793 Reduced 3.17%	24,209 $1.37 Million
Q3 2021 Nov 02, 2021	BUY	N/A	98 Added 0.39%	25,002 $1.28 Million
Q2 2021 Aug 02, 2021	BUY	N/A	430 Added 1.76%	24,904 $1.28 Million
Q1 2021 Apr 21, 2021	SELL	N/A	-188 Reduced 0.76%	24,474 $1.16 Million
Q4 2020 Jan 20, 2021	BUY	N/A	898 Added 3.78%	24,662 $1.1 Million
Q3 2020 Oct 21, 2020	SELL	N/A	-89 Reduced 0.37%	23,764 $939,000
Q2 2020 Jul 28, 2020	SELL	N/A	-880 Reduced 3.56%	23,853 $931,000
Q1 2020 Apr 22, 2020	SELL	N/A	-855 Reduced 3.34%	24,733 $890,000
Q4 2019 Jan 16, 2020	SELL	N/A	-635 Reduced 2.42%	25,588 $1.32 Million
Q3 2019 Oct 22, 2019	SELL	N/A	-1,338 Reduced 4.85%	26,223 $1.36 Million
Q2 2019 Jul 16, 2019	BUY	N/A	582 Added 2.16%	27,561 $1.38 Million
Q1 2019 Apr 16, 2019	BUY	N/A	2,285 Added 9.25%	26,979 $1.35 Million
Q4 2018 Jan 30, 2019	BUY	N/A	1,866 Added 8.17%	24,694 $1.09 Million
Q3 2018 Nov 06, 2018	BUY	N/A	400 Added 1.78%	22,828 $1.09 Million
Q2 2018 Jul 26, 2018	BUY	N/A	415 Added 1.89%	22,428 $1.08 Million
Q1 2018 Apr 20, 2018	SELL	N/A	-409 Reduced 1.82%	22,013 $1.02 Million
Q4 2017 Feb 12, 2018	BUY	N/A	22,422	22,422 $1.1 Million

223

19.3M

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

Stay updated on Gradient Capital Advisors, LLC with notifications on news.