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

Granite Bay Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 21, 2024	BUY	$75.81 - $80.15 $907,673 - $959,635	11,973 New	11,973 $931,000
Q1 2024 Apr 30, 2024	SELL	$75.25 - $80.63 $75.4 Million - $80.8 Million	-1,001,690 Reduced 98.49%	15,314 $1.24 Million
Q4 2023 Jan 29, 2024	BUY	$66.9 - $76.32 $400,664 - $457,080	5,989 Added 0.59%	1,017,004 $72.6 Million
Q3 2023 Oct 12, 2023	BUY	$70.63 - $75.66 $71.4 Million - $76.5 Million	1,011,015 New	1,011,015 $74.4 Million
Q1 2023 Apr 20, 2023	BUY	$70.28 - $78.03 $11,385 - $12,640	162 Added 1.13%	14,466 $1.06 Million
Q4 2022 Jan 26, 2023	BUY	$67.16 - $79.06 $26,796 - $31,544	399 Added 2.87%	14,304 $1.08 Million
Q3 2022 Oct 24, 2022	BUY	$66.43 - $77.87 $68,290 - $80,050	1,028 Added 7.98%	13,905 $924,000
Q2 2022 Jul 13, 2022	BUY	$70.31 - $80.24 $65,177 - $74,382	927 Added 7.76%	12,877 $922,000
Q1 2022 Apr 26, 2022	BUY	$75.14 - $81.94 $5,259 - $5,735	70 Added 0.59%	11,950 $943,000
Q4 2021 Feb 16, 2022	BUY	$74.93 - $80.86 $890,168 - $960,616	11,880 New	11,880 $960,000

1,760

276M

1.92M

1.16M

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

Stay updated on Granite Bay Wealth Management, LLC with notifications on news.