Plante Moran Financial Advisors, LLC Schwab Strategic U.S. Reit ETF Transaction History

Plante Moran Financial Advisors, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$18.53 - $20.2 $10,210 - $11,130	-551 Closed	0 $0
Q1 2024 May 09, 2024	BUY	$19.39 - $20.93 $6,437 - $6,948	332 Added 151.6%	551 $11,000
Q4 2023 Feb 05, 2024	BUY	$16.76 - $20.95 $3,670 - $4,588	219 New	219 $4,000
Q4 2022 Feb 09, 2023	BUY	$17.68 - $20.46 $17,980 - $20,807	1,017 Added 987.38%	1,120 $21,000
Q3 2022 Nov 02, 2022	BUY	$18.45 - $23.6 $1,900 - $2,430	103 New	103 $2,000
Q2 2022 Aug 02, 2022	SELL	$20.18 - $25.97 $8,152 - $10,491	-404 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$22.75 - $26.16 $9,191 - $10,568	404 New	404 $10,000
Q1 2020 May 07, 2020	SELL	$13.54 - $24.27 $1,570 - $2,815	-116 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$22.24 - $24.07 $2,579 - $2,792	116 New	116 $5,000
Q2 2019 Aug 13, 2019	SELL	N/A	-462 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	438 Added 1825.0%	462 $21,000
Q4 2018 Jan 29, 2019	SELL	N/A	-167 Reduced 87.43%	24 $1,000
Q3 2018 Nov 09, 2018	SELL	N/A	-172 Reduced 47.38%	191 $8,000
Q2 2018 Jul 26, 2018	BUY	N/A	363 New	363 $15,000
Q1 2018 May 01, 2018	SELL	N/A	-619 Closed	0 $0
Q4 2017 Feb 01, 2018	BUY	N/A	619	619 $26,000

499

255M

28.4K

83.1K

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