Comprehensive Wealth Management, LLC Energy Sector Spdr Transaction History

Comprehensive Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$79.91 - $94.41 $46,108 - $54,474	577 Added 8.85%	7,097 $670,000
Q4 2023 Jan 12, 2024	SELL	$81.2 - $91.96 $23,872 - $27,036	-294 Reduced 4.31%	6,520 $546,000
Q3 2023 Jan 12, 2024	BUY	$79.09 - $93.36 $3,242 - $3,827	41 Added 0.61%	6,814 $615,000
Q2 2023 Jan 12, 2024	BUY	$76.59 - $87.23 $57,059 - $64,986	745 Added 12.36%	6,773 $549,000
Q1 2023 Jan 12, 2024	BUY	$76.97 - $93.11 $463,975 - $561,267	6,028 New	6,028 $499,000

2,026

236M

45.7M

111M

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