Plante Moran Financial Advisors, LLC Schwab Short Term Us Treasury Transaction History

Plante Moran Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$47.78 - $48.2 $1,672 - $1,687	35 New	35 $1,000
Q3 2022 Nov 02, 2022	BUY	$48.15 - $49.37 $9,437 - $9,676	196 New	196 $9,000
Q2 2021 Aug 10, 2021	SELL	$51.19 - $51.33 $11,415 - $11,446	-223 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$51.27 - $51.41 $11,433 - $11,464	223 New	223 $11,000
Q2 2020 Aug 10, 2020	SELL	$51.53 - $51.71 $5,256 - $5,274	-102 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$50.48 - $51.73 $5,148 - $5,276	102 New	102 $5,000
Q2 2019 Aug 13, 2019	SELL	N/A	-1,177 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	1,177 New	1,177 $59,000

623

184M

74.3K

30.8K

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