Horst & Graben Wealth Management LLC Schwab Strategic Us Tips ETF Transaction History

Horst & Graben Wealth Management LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 24, 2023	SELL	$50.37 - $52.48 $82,808 - $86,277	-1,644 Reduced 27.79%	4,272 $215,000
Q2 2023 Jul 25, 2023	SELL	$52.18 - $54.02 $208 - $216	-4 Reduced 0.07%	5,916 $310,000
Q1 2023 Apr 28, 2023	SELL	$51.68 - $53.62 $2.46 Million - $2.56 Million	-47,661 Reduced 88.95%	5,920 $317,000
Q4 2022 Jan 24, 2023	SELL	$51.47 - $53.83 $5.33 Million - $5.58 Million	-103,636 Reduced 65.92%	53,581 $0
Q3 2022 Oct 24, 2022	SELL	$51.8 - $57.88 $1.58 Million - $1.77 Million	-30,551 Reduced 16.27%	157,217 $8.14 Million
Q2 2022 Aug 01, 2022	BUY	$55.59 - $60.15 $3.62 Million - $3.92 Million	65,202 Added 53.2%	187,768 $10.5 Million
Q1 2022 Apr 27, 2022	SELL	$59.94 - $62.99 $3.88 Million - $4.08 Million	-64,779 Reduced 34.58%	122,566 $7.44 Million
Q4 2021 Jan 20, 2022	BUY	$62.25 - $63.89 $7.22 Million - $7.41 Million	116,053 Added 162.79%	187,345 $11.8 Million
Q3 2021 Nov 02, 2021	BUY	$62.25 - $63.89 $4.2 Million - $4.31 Million	67,463 Added 1761.9%	71,292 $4.46 Million
Q2 2021 Jul 20, 2021	BUY	$61.03 - $62.53 $233,683 - $239,427	3,829 New	3,829 $239,000

686

156M

60.2K

1.3K

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

Stay updated on Horst & Graben Wealth Management LLC with notifications on news.