Minich Mac Gregor Wealth Management, LLC Schwab Strategic Tr Us Small C Transaction History

Minich Mac Gregor Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	BUY	$38.25 - $43.54 $5,431 - $6,182	142 New	142 $0
Q1 2020 Apr 21, 2020	SELL	$22.29 - $38.7 $274,167 - $476,010	-12,300 Closed	0 $0
Q4 2019 Jan 13, 2020	SELL	$33.63 - $38.03 $9,046 - $10,230	-269 Reduced 2.14%	12,300 $930,000
Q3 2019 Oct 21, 2019	SELL	$34.78 - $36.12 $12,555 - $13,039	-361 Reduced 2.79%	12,569 $876,000
Q2 2019 Aug 05, 2019	SELL	N/A	-1,016 Reduced 7.29%	12,930 $928,000
Q1 2019 Apr 16, 2019	BUY	N/A	13,946 New	13,946 $987,000
Q4 2018 Jan 17, 2019	SELL	N/A	-83,514 Closed	0 $0
Q3 2018 Oct 17, 2018	BUY	N/A	56,503 Added 209.19%	83,514 $6.29 Million
Q2 2018 Jul 13, 2018	BUY	N/A	26,824 Added 14344.39%	27,011 $2 Million
Q2 2017 Jul 02, 2018	SELL	N/A	-16 Reduced 7.88%	187 $11,000
Q1 2017 Jun 28, 2018	SELL	N/A	-666 Reduced 76.64%	203 $12,000
Q2 2016 Jun 28, 2018	SELL	N/A	-100 Reduced 10.32%	869 $46,000
Q1 2016 Jun 28, 2018	SELL	N/A	-377 Reduced 28.01%	969 $50,000
Q4 2015 Jun 27, 2018	BUY	N/A	1,346	1,346 $77,000

1,146

147M

55.6K

7.8K

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