Insight Wealth Strategies, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Insight Wealth Strategies, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Jul 31, 2020	SELL	$27.38 - $34.3 $346,384 - $433,929	-12,651 Closed	0 $0
Q1 2020 Apr 21, 2020	SELL	$25.76 - $38.65 $4.82 Million - $7.23 Million	-186,958 Reduced 93.66%	12,651 $360,000
Q4 2019 Feb 21, 2020	BUY	$33.84 - $38.03 $160,367 - $180,224	4,739 Added 2.43%	199,609 $7.5 Million
Q3 2019 Nov 06, 2019	SELL	$34.28 - $35.36 $17.7 Million - $18.3 Million	-516,931 Reduced 72.62%	194,870 $6.68 Million
Q2 2019 Aug 06, 2019	BUY	N/A	81,578 Added 12.94%	711,801 $25.5 Million
Q1 2019 Apr 24, 2019	SELL	N/A	-5,908 Reduced 0.93%	630,223 $22.5 Million
Q4 2018 Feb 12, 2019	BUY	N/A	636,131 New	636,131 $20.6 Million

767

194M

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

Stay updated on Insight Wealth Strategies, LLC with notifications on news.