Gradient Investments LLC Dimensional ETF Tr U S Core Eq Transaction History

Gradient Investments LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	BUY	$30.09 - $32.37 $99,537 - $107,079	3,308 New	3,308 $106,000
Q4 2023 Jan 18, 2024	BUY	$24.91 - $29.38 $12,529 - $14,778	503 Added 28.91%	2,243 $65,000
Q2 2023 Jul 11, 2023	SELL	$24.86 - $27.15 $462,072 - $504,637	-18,587 Reduced 91.44%	1,740 $47,000
Q3 2022 Oct 14, 2022	BUY	$22.24 - $26.54 $20,749 - $24,761	933 Added 4.81%	20,327 $452,000
Q2 2022 Jul 11, 2022	BUY	$22.75 - $27.77 $18,359 - $22,410	807 Added 4.34%	19,394 $452,000
Q3 2021 Oct 18, 2021	BUY	$26.06 - $27.9 $484,377 - $518,577	18,587 New	18,587 $494,000

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