Adviser Investments LLC Energy Sector Spdr Transaction History

Adviser Investments LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$88.04 - $98.08 $158,295 - $176,347	1,798 Added 63.09%	4,648 $423,000
Q1 2024 Apr 29, 2024	BUY	$79.91 - $94.41 $479 - $566	6 Added 0.21%	2,850 $269,000
Q4 2023 Feb 01, 2024	BUY	$81.2 - $91.96 $19,731 - $22,346	243 Added 9.34%	2,844 $238,000
Q3 2023 Oct 11, 2023	BUY	$79.09 - $93.36 $205,713 - $242,829	2,601 New	2,601 $235,000
Q4 2018 Jan 25, 2019	SELL	N/A	-35,141 Closed	0 $0
Q3 2018 Nov 14, 2018	SELL	N/A	-39,921 Reduced 53.18%	35,141 $2.66 Million
Q2 2018 Aug 02, 2018	BUY	N/A	74,907 Added 48327.1%	75,062 $5.7 Million
Q1 2018 May 14, 2018	BUY	N/A	155 New	155 $10,000

2,025

235M

45.7M

111M

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

Stay updated on Adviser Investments LLC with notifications on news.