Horst & Graben Wealth Management LLC Schwab Strategic Tr 5 10 Yr C Transaction History

Horst & Graben Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	SELL	$43.87 - $44.99 $3.87 Million - $3.97 Million	-88,226 Reduced 63.4%	50,941 $2.27 Million
Q4 2023 Jan 29, 2024	BUY	$40.96 - $45.17 $630,046 - $694,804	15,382 Added 12.43%	139,167 $6.25 Million
Q3 2023 Oct 24, 2023	BUY	$42.12 - $44.19 $5.21 Million - $5.47 Million	123,785 New	123,785 $5.22 Million
Q3 2022 Oct 24, 2022	BUY	$41.61 - $46.11 $789,175 - $874,522	18,966 New	18,966 $797,000
Q3 2021 Nov 02, 2021	SELL	$52.2 - $53.14 $337,003 - $343,071	-6,456 Closed	0 $0
Q2 2021 Jul 20, 2021	SELL	$51.28 - $52.56 $6.32 Million - $6.47 Million	-123,170 Reduced 95.02%	6,456 $339,000
Q1 2021 Apr 20, 2021	BUY	$51.17 - $53.57 $6.63 Million - $6.94 Million	129,626 New	129,626 $6.66 Million

196

19.4M

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