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

Minich Mac Gregor Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	BUY	$75.25 - $80.63 $827 - $886	11 Added 0.38%	2,913 $234,000
Q4 2023 Feb 08, 2024	BUY	$66.9 - $76.32 $1,338 - $1,526	20 Added 0.69%	2,902 $220,000
Q3 2023 Oct 16, 2023	BUY	$70.63 - $75.66 $203,555 - $218,052	2,882 New	2,882 $203,000
Q1 2023 Apr 19, 2023	BUY	$70.28 - $78.03 $300,236 - $333,344	4,272 Added 1213.64%	4,624 $338,000
Q4 2022 Jan 09, 2023	BUY	$67.16 - $79.06 $23,640 - $27,829	352 New	352 $0
Q4 2018 Jan 17, 2019	SELL	N/A	-2,224 Closed	0 $0
Q4 2017 Jul 03, 2018	BUY	N/A	200 Added 9.88%	2,224 $113,000
Q1 2017 Jun 28, 2018	SELL	N/A	-816 Reduced 28.73%	2,024 $90,000
Q3 2016 Jun 28, 2018	BUY	N/A	504 Added 21.58%	2,840 $120,000
Q1 2016 Jun 28, 2018	BUY	N/A	690 Added 41.92%	2,336 $93,000
Q4 2015 Jun 27, 2018	BUY	N/A	1,646	1,646 $65,000

1,784

333M

1.92M

1.16M

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