Gradient Investments LLC Schwab Strategic Tr Us Large C Transaction History

Gradient Investments LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 18, 2024	SELL	$71.74 - $75.86 $71 - $75	-1 Reduced 0.15%	676 $50,000
Q1 2024 Apr 23, 2024	BUY	$68.82 - $75.98 $7,157 - $7,901	104 Added 18.15%	677 $51,000
Q4 2023 Jan 18, 2024	BUY	$61.16 - $70.24 $2,079 - $2,388	34 Added 6.31%	573 $40,000
Q3 2023 Oct 27, 2023	BUY	$64.45 - $69.39 $34,738 - $37,401	539 New	539 $34,000
Q1 2020 Apr 07, 2020	SELL	$38.4 - $61.03 $2,035 - $3,234	-53 Closed	0 $0
Q2 2019 Jul 16, 2019	SELL	N/A	-54 Reduced 50.47%	53 $3,000
Q1 2019 Apr 11, 2019	SELL	N/A	-290 Reduced 73.05%	107 $6,000
Q4 2018 Jan 18, 2019	BUY	N/A	397 New	397 $20,000

834

112M

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