Minich Mac Gregor Wealth Management, LLC Schwab Strategic Tr Us Broad M Transaction History

Minich Mac Gregor Wealth Management, LLC

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	BUY	$41.94 - $47.81 $65,132 - $74,248	1,553 New	1,553 $0
Q1 2020 Apr 21, 2020	SELL	$26.18 - $40.44 $738,537 - $1.14 Million	-28,210 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$34.47 - $38.58 $24,197 - $27,083	702 Added 2.55%	28,210 $2.17 Million
Q3 2019 Oct 21, 2019	SELL	$35.32 - $36.13 $694,108 - $710,026	-19,652 Reduced 41.67%	27,508 $1.95 Million
Q2 2019 Aug 05, 2019	BUY	N/A	2,709 Added 6.09%	47,160 $3.35 Million
Q1 2019 Apr 16, 2019	BUY	N/A	44,451 New	44,451 $3.06 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-42,723 Closed	0 $0
Q3 2018 Oct 17, 2018	BUY	N/A	105 Added 0.25%	42,723 $3.01 Million
Q2 2018 Jul 13, 2018	SELL	N/A	-111 Reduced 0.26%	42,618 $2.82 Million
Q1 2018 Jul 03, 2018	SELL	N/A	-5,622 Reduced 11.63%	42,729 $2.73 Million
Q4 2017 Jul 03, 2018	BUY	N/A	2,572 Added 5.62%	48,351 $3.12 Million
Q3 2017 Jul 03, 2018	BUY	N/A	14 Added 0.03%	45,779 $2.79 Million
Q2 2017 Jul 02, 2018	BUY	N/A	987 Added 2.2%	45,765 $2.68 Million
Q1 2017 Jun 28, 2018	BUY	N/A	2,119 Added 4.97%	44,778 $2.56 Million
Q4 2016 Jun 28, 2018	BUY	N/A	1,518 Added 3.69%	42,659 $2.31 Million
Q3 2016 Jun 28, 2018	BUY	N/A	919 Added 2.28%	41,141 $2.15 Million
Q2 2016 Jun 28, 2018	BUY	N/A	13 Added 0.03%	40,222 $2.02 Million
Q1 2016 Jun 28, 2018	BUY	N/A	3,163 Added 8.54%	40,209 $1.98 Million
Q4 2015 Jun 27, 2018	BUY	N/A	37,046	37,046 $1.9 Million

1,161

168M

197K

19.4K

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