Grand Wealth Management, LLC Schwab Strategic Us Tips ETF Transaction History

Grand Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$51.47 - $53.83 $338,621 - $354,147	-6,579 Reduced 57.14%	4,935 $255,000
Q3 2022 Nov 08, 2022	SELL	$51.8 - $57.88 $3,988 - $4,456	-77 Reduced 0.66%	11,514 $596,000
Q2 2022 Aug 25, 2022	SELL	$55.59 - $60.15 $8,672 - $9,383	-156 Reduced 1.33%	11,591 $647,000
Q1 2022 Aug 25, 2022	SELL	$59.94 - $62.99 $2,817 - $2,960	-47 Reduced 0.4%	11,747 $713,000
Q4 2021 Aug 25, 2022	BUY	$62.25 - $63.89 $734,176 - $753,518	11,794 New	11,794 $742,000

694

172M

66.2K

2.7K

Get notified when there are updates to the investment portfolio of Grand Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Grand Wealth Management, LLC with notifications on news.