Merriman Wealth Management, LLC Schwab Short Term Us Treasury Transaction History

Merriman Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$47.78 - $48.2 $44 Million - $44.4 Million	920,803 New	920,803 $44.1 Million
Q2 2019 Jul 31, 2019	SELL	N/A	-11,027 Closed	0 $0
Q1 2019 Apr 23, 2019	SELL	N/A	-4,949 Reduced 30.98%	11,027 $553,000
Q4 2018 Jan 28, 2019	SELL	N/A	-124,340 Reduced 88.61%	15,976 $797,000
Q3 2018 Nov 06, 2018	BUY	N/A	101,018 Added 257.06%	140,316 $6.96 Million
Q2 2018 Aug 10, 2018	BUY	N/A	34,491 Added 717.52%	39,298 $1.96 Million
Q1 2018 Apr 10, 2018	BUY	N/A	4,807 New	4,807 $240,000
Q4 2017 Feb 05, 2018	SELL	N/A	-13,787 Closed	0 $0
Q3 2017 Oct 19, 2017	SELL	N/A	-76,114 Reduced 84.66%	13,787 $695,000
Q2 2017 Aug 07, 2017	BUY	N/A	89,901	89,901 $4.53 Million

607

168M

42K

33.9K

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