Stonegate Investment Group, LLC Schwab Strategic Tr Us Large C Transaction History

Stonegate Investment Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$68.82 - $75.98 $211,277 - $233,258	3,070 New	3,070 $233,000
Q1 2023 Apr 20, 2023	SELL	$62.59 - $69.3 $4,506 - $4,989	-72 Reduced 2.27%	3,106 $203,000
Q4 2022 Jan 24, 2023	BUY	$59.13 - $69.24 $187,915 - $220,044	3,178 New	3,178 $0
Q2 2022 Aug 09, 2022	SELL	$60.93 - $72.3 $4,874 - $5,784	-80 Reduced 2.33%	3,351 $209,000
Q1 2022 May 16, 2022	SELL	$67.71 - $74.19 $203 - $222	-3 Reduced 0.09%	3,431 $245,000
Q4 2021 Feb 11, 2022	BUY	$67.9 - $73.3 $233,168 - $251,712	3,434 New	3,434 $251,000

831

112M

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