Minich Mac Gregor Wealth Management, LLC Schwab Strategic U.S. Mid Cap Transaction History

Minich Mac Gregor Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	BUY	$61.05 - $69.94 $23,382 - $26,787	383 New	383 $0
Q1 2020 Apr 21, 2020	SELL	$35.83 - $62.24 $3.88 Million - $6.74 Million	-108,266 Closed	0 $0
Q4 2019 Jan 13, 2020	BUY	$54.56 - $60.24 $566,332 - $625,291	10,380 Added 10.6%	108,266 $6.51 Million
Q3 2019 Oct 21, 2019	SELL	$56.23 - $57.59 $1.9 Million - $1.95 Million	-33,781 Reduced 25.66%	97,886 $5.53 Million
Q2 2019 Aug 05, 2019	BUY	N/A	10,100 Added 8.31%	131,667 $7.56 Million
Q1 2019 Apr 16, 2019	BUY	N/A	121,567 New	121,567 $6.82 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-1,046 Closed	0 $0
Q1 2017 Jun 28, 2018	SELL	N/A	-600 Reduced 36.45%	1,046 $49,000
Q2 2016 Jun 28, 2018	SELL	N/A	-231 Reduced 12.31%	1,646 $69,000
Q1 2016 Jun 28, 2018	SELL	N/A	-84,607 Reduced 97.83%	1,877 $76,000
Q4 2015 Jun 27, 2018	BUY	N/A	86,484	86,484 $3.76 Million

950

108M

8.1K

3.6K

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