Granite Bay Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Granite Bay Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$38.13 - $48.02 $263,402 - $331,722	6,908 Added 1.83%	384,892 $16.3 Million
Q3 2023 Oct 12, 2023	BUY	$40.85 - $46.1 $15.4 Million - $17.4 Million	377,984 New	377,984 $16.6 Million
Q1 2023 Apr 20, 2023	SELL	$39.82 - $46.36 $4,459 - $5,192	-112 Reduced 1.93%	5,706 $239,000
Q4 2022 Jan 26, 2023	SELL	$38.25 - $43.54 $169,409 - $192,838	-4,429 Reduced 43.22%	5,818 $236,000
Q3 2022 Oct 24, 2022	BUY	$37.65 - $45.9 $180,343 - $219,861	4,790 Added 87.78%	10,247 $387,000
Q2 2022 Jul 13, 2022	SELL	$37.88 - $48.01 $9,091 - $11,522	-240 Reduced 4.21%	5,457 $213,000
Q1 2022 Apr 26, 2022	BUY	$44.42 - $51.73 $119,889 - $139,619	2,699 Added 90.03%	5,697 $270,000
Q4 2021 Feb 16, 2022	BUY	$48.64 - $55.07 $145,822 - $165,099	2,998 New	2,998 $307,000

1,135

233M

44.7K

32.4K

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