Gradient Investments LLC Schwab Strategic Tr Us Broad M Transaction History

Gradient Investments LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	SELL	$54.61 - $61.05 $20,424 - $22,832	-374 Reduced 97.4%	10 $0
Q4 2023 Jan 18, 2024	BUY	$47.61 - $55.91 $476 - $559	10 Added 2.67%	384 $21,000
Q1 2022 May 26, 2022	BUY	$49.15 - $56.85 $9,191 - $10,630	187 Added 100.0%	374 $20,000
Q4 2021 Jan 12, 2022	SELL	$51.87 - $56.86 $9,180 - $10,064	-177 Reduced 48.63%	187 $21,000
Q1 2020 Apr 07, 2020	SELL	$26.18 - $40.44 $3,403 - $5,257	-130 Reduced 26.32%	364 $22,000
Q2 2019 Jul 16, 2019	BUY	N/A	364 Added 280.0%	494 $35,000
Q4 2017 Feb 07, 2018	BUY	N/A	130	130 $8,000

1,183

167M

172K

20.7K

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