Grassi Investment Management SCHWAB TTL STCK Transaction History

Grassi Investment Management

  • $1.26 Billion
  • Q2 2025
Number of Shares
3,017
Previous 3,017 -0.0%
Holding current value
$316,000
Previous $284,000 11.27%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
N/A
35 Added 1.17%
3,017 $299,000
Q4 2023

Jan 10, 2024
BUY
N/A
43 Added 1.46%
2,982 $241,000
Q1 2023

Apr 11, 2023
BUY
N/A
2,939 New
2,939 $205,000
Q2 2022

Jul 12, 2022
SELL
N/A
-2,893 Closed
0 $0
Q4 2021

Jan 13, 2022
BUY
N/A
42 Added 1.47%
2,893 $238,000
Q1 2021

Apr 12, 2021
BUY
N/A
2,851 New
2,851 $202,000
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