Granite Bay Wealth Management, LLC Schwab Us Aggregate Bond ETF Transaction History

Granite Bay Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$43.09 - $46.83 $508,332 - $552,453	11,797 Added 19.44%	72,466 $3.25 Million
Q3 2023 Oct 12, 2023	BUY	$44.14 - $46.33 $2.68 Million - $2.81 Million	60,669 New	60,669 $2.75 Million
Q2 2022 Jul 13, 2022	SELL	$46.62 - $50.36 $236,270 - $255,224	-5,068 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$50.05 - $53.52 $120,120 - $128,448	-2,400 Reduced 32.14%	5,068 $256,000
Q4 2021 Feb 16, 2022	BUY	$53.63 - $54.52 $400,508 - $407,155	7,468 New	7,468 $403,000

628

83M

100

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