National Wealth Management Group, LLC Select Sector Spdr Fd Material Transaction History

National Wealth Management Group, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$77.84 - $85.72 $25,609 - $28,201	329 Added 4.99%	6,925 $544 Million
Q2 2023 Aug 09, 2023	SELL	$75.02 - $82.87 $11,703 - $12,927	-156 Reduced 2.31%	6,596 $547 Million
Q1 2023 May 15, 2023	BUY	$75.51 - $85.21 $509,843 - $575,337	6,752 New	6,752 $527 Million
Q4 2022 Nov 17, 2023	SELL	$68.18 - $83.76 $4,022 - $4,941	-59 Reduced 1.01%	5,773 $448 Million
Q3 2022 Nov 17, 2023	SELL	$67.32 - $81.52 $73,580 - $89,101	-1,093 Reduced 15.78%	5,832 $397 Million
Q2 2022 Nov 17, 2023	SELL	$73.54 - $90.55 $233,268 - $287,224	-3,172 Reduced 36.91%	5,421 $399 Million
Q1 2022 Nov 17, 2023	BUY	$79.77 - $90.53 $107,529 - $122,034	1,348 Added 18.61%	8,593 $757 Million
Q4 2021 Nov 17, 2023	BUY	$80.02 - $90.61 $25,606 - $28,995	320 Added 4.62%	7,245 $656 Million

925

57.3M

22.2M

24.1M

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