Gradient Capital Advisors, LLC Schwab Strategic Tr Intl Small Transaction History

Gradient Capital Advisors, LLC

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 31, 2024	SELL	$30.0 - $35.05 $43,560 - $50,892	-1,452 Reduced 18.15%	6,547 $228,000
Q3 2023 Oct 24, 2023	SELL	$32.0 - $35.51 $3,808 - $4,225	-119 Reduced 1.47%	7,999 $257,000
Q2 2023 Jul 18, 2023	SELL	$32.67 - $34.58 $3,495 - $3,700	-107 Reduced 1.3%	8,118 $274,000
Q1 2023 Apr 17, 2023	SELL	$31.54 - $34.93 $914 - $1,012	-29 Reduced 0.35%	8,225 $277,000
Q4 2022 Feb 03, 2023	BUY	$29.55 - $32.98 $118 - $131	4 Added 0.05%	8,254 $259,000

Q3 2022 Nov 04, 2022	SELL	N/A	-1,214 Reduced 12.83%	8,250 $229,000
Q1 2022 Apr 29, 2022	SELL	N/A	-59 Reduced 0.62%	9,464 $359,000
Q4 2021 Jan 31, 2022	SELL	N/A	-179 Reduced 1.84%	9,523 $390,000
Q3 2021 Nov 02, 2021	SELL	N/A	-274 Reduced 2.75%	9,702 $403,000
Q2 2021 Aug 02, 2021	SELL	N/A	-376 Reduced 3.63%	9,976 $415,000
Q1 2021 Apr 21, 2021	SELL	N/A	-887 Reduced 7.89%	10,352 $408,000
Q4 2020 Jan 20, 2021	SELL	N/A	-305 Reduced 2.64%	11,239 $423,000
Q3 2020 Oct 21, 2020	SELL	N/A	-385 Reduced 3.23%	11,544 $376,000
Q2 2020 Jul 28, 2020	SELL	N/A	-687 Reduced 5.45%	11,929 $353,000
Q1 2020 Apr 22, 2020	BUY	N/A	107 Added 0.86%	12,616 $308,000
Q4 2019 Jan 16, 2020	BUY	N/A	1,537 Added 14.01%	12,509 $433,000
Q3 2019 Oct 22, 2019	BUY	N/A	1,450 Added 15.23%	10,972 $349,000
Q2 2019 Jul 16, 2019	BUY	N/A	893 Added 10.35%	9,522 $311,000
Q1 2019 Apr 16, 2019	BUY	N/A	1,196 Added 16.09%	8,629 $278,000
Q4 2018 Jan 30, 2019	BUY	N/A	7,433 New	7,433 $216,000

405

88.1M

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