Plante Moran Financial Advisors, LLC Schwab Fundamental Emerging Mk Transaction History

Plante Moran Financial Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$27.2 - $30.7 $22,440 - $25,327	-825 Closed	0 $0
Q1 2024 May 09, 2024	SELL	$25.58 - $27.83 $5,192 - $5,649	-203 Reduced 19.75%	825 $22,000
Q4 2023 Feb 05, 2024	BUY	$25.33 - $27.18 $26,039 - $27,941	1,028 New	1,028 $27,000
Q4 2022 Feb 09, 2023	SELL	$23.19 - $26.37 $8,464 - $9,625	-365 Reduced 89.68%	42 $1,000
Q3 2022 Nov 02, 2022	BUY	$23.43 - $26.69 $9,536 - $10,862	407 New	407 $10,000
Q1 2019 May 13, 2019	SELL	N/A	-60 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	N/A	60 New	60 $2,000
Q1 2018 May 01, 2018	SELL	N/A	-1,085 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	N/A	1,085	1,085 $31,000

336

163M

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