Comprehensive Wealth Management, LLC Utilities Sector Spdr Transaction History

Comprehensive Wealth Management, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$59.95 - $65.65 $93,881 - $102,807	1,566 Added 15.35%	11,765 $772,000
Q4 2023 Jan 12, 2024	SELL	$56.19 - $65.96 $15,845 - $18,600	-282 Reduced 2.69%	10,199 $645,000
Q3 2023 Jan 12, 2024	BUY	$58.83 - $68.46 $33,180 - $38,611	564 Added 5.69%	10,481 $617,000
Q2 2023 Jan 12, 2024	BUY	$64.34 - $69.97 $24,320 - $26,448	378 Added 3.96%	9,917 $648,000
Q1 2023 Jan 12, 2024	BUY	$63.7 - $72.08 $573 - $648	9 Added 0.09%	9,539 $645,000
Q4 2022 Jan 12, 2024	BUY	$65.75 - $72.67 $28,864 - $31,902	439 Added 4.83%	9,530 $671,000
Q3 2022 Jan 12, 2024	BUY	N/A	242 Added 2.73%	9,091 $0
Q2 2022 Jan 12, 2024	BUY	N/A	2,005 Added 29.3%	8,849 $0
Q1 2022 Jan 12, 2024	BUY	N/A	1,956 Added 40.02%	6,844 $0
Q4 2021 Jan 12, 2024	BUY	N/A	842 Added 20.81%	4,888 $0
Q3 2021 Jan 12, 2024	BUY	N/A	4,046 New	4,046 $0

1,364

151M

21.4M

26.5M

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