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

Granite Bay Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	SELL	$61.16 - $70.24 $724,746 - $832,343	-11,850 Reduced 6.91%	159,547 $10.5 Million
Q3 2023 Oct 12, 2023	BUY	$64.45 - $69.39 $11 Million - $11.9 Million	171,397 New	171,397 $11.6 Million
Q3 2022 Oct 24, 2022	BUY	$58.51 - $69.02 $3,452 - $4,072	59 Added 1.33%	4,501 $263,000
Q2 2022 Jul 13, 2022	BUY	$60.93 - $72.3 $1,340 - $1,590	22 Added 0.5%	4,442 $277,000
Q1 2022 Apr 26, 2022	BUY	$67.71 - $74.19 $24,781 - $27,153	366 Added 9.03%	4,420 $316,000
Q4 2021 Feb 16, 2022	BUY	$67.9 - $73.3 $275,266 - $297,158	4,054 New	4,054 $297,000

834

112M

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