Plante Moran Financial Advisors, LLC Schwab Intermediate Term Us Tr Transaction History

Plante Moran Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$47.85 - $49.0 $15,264 - $15,631	-319 Closed	0 $0
Q1 2024 May 09, 2024	SELL	$48.64 - $49.88 $4,085 - $4,189	-84 Reduced 20.84%	319 $15,000
Q4 2023 Feb 05, 2024	BUY	$47.09 - $49.87 $18,977 - $20,097	403 New	403 $20,000
Q3 2022 Nov 02, 2022	BUY	$48.68 - $52.54 $6,036 - $6,514	124 New	124 $6,000
Q2 2021 Aug 10, 2021	SELL	$56.38 - $57.16 $1,071 - $1,086	-19 Closed	0 $0
Q1 2021 May 13, 2021	BUY	$56.41 - $58.25 $1,071 - $1,106	19 New	19 $1,000
Q1 2019 May 13, 2019	SELL	N/A	-13 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	N/A	13 New	13 $1,000

405

142M

2.3K

7.4K

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