Insight Wealth Strategies, LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Insight Wealth Strategies, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 31, 2022	SELL	$50.43 - $56.16 $2.45 Million - $2.73 Million	-48,581 Closed	0 $0
Q3 2021 Oct 28, 2021	BUY	$49.95 - $53.29 $380,169 - $405,590	7,611 Added 18.58%	48,581 $2.45 Million
Q2 2021 Aug 12, 2021	BUY	$47.08 - $50.33 $392,553 - $419,651	8,338 Added 25.55%	40,970 $2.06 Million
Q1 2021 May 12, 2021	BUY	$43.36 - $46.72 $948,153 - $1.02 Million	21,867 Added 203.13%	32,632 $1.52 Million
Q4 2020 Feb 05, 2021	BUY	$38.37 - $43.96 $413,053 - $473,229	10,765 New	10,765 $473,000

1,149

478M

259K

171K

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