Kovitz Investment Group Partners, LLC Schwab Short Term Us Treasury Transaction History

Kovitz Investment Group Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$48.05 - $48.63 $458,060 - $463,589	-9,533 Reduced 35.84%	17,066 $822,000
Q4 2023 Feb 07, 2024	SELL	$47.66 - $48.45 $830,523 - $844,289	-17,426 Reduced 39.58%	26,599 $1.29 Million
Q3 2023 Nov 09, 2023	SELL	$47.78 - $48.2 $726,638 - $733,025	-15,208 Reduced 25.67%	44,025 $2.11 Million
Q2 2023 Aug 08, 2023	SELL	$48.06 - $48.89 $2.99 Million - $3.04 Million	-62,238 Reduced 51.24%	59,233 $2.85 Million
Q1 2023 May 11, 2023	BUY	$47.8 - $49.0 $5.81 Million - $5.95 Million	121,471 New	121,471 $5.93 Million

620

184M

74.3K

30.8K

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