Ae Wealth Management LLC Spdr S&P Insurance ETF Transaction History

Ae Wealth Management LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$41.63 - $46.09 $541,772 - $599,815	-13,014 Reduced 71.25%	5,252 $237,000
Q3 2023 Oct 11, 2023	SELL	$40.65 - $43.83 $350,606 - $378,033	-8,625 Reduced 32.07%	18,266 $777,000
Q2 2023 Jul 10, 2023	BUY	$38.14 - $40.88 $1.03 Million - $1.1 Million	26,891 New	26,891 $1.1 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-29,733 Closed	0 $0
Q4 2021 Jan 20, 2022	BUY	N/A	8,008 Added 36.86%	29,733 $1.2 Million

Q3 2021 Nov 01, 2021	BUY	N/A	7,822 Added 56.26%	21,725 $821,000
Q2 2021 Jul 21, 2021	BUY	N/A	13,903 New	13,903 $536,000
Q1 2020 May 07, 2020	SELL	N/A	-7,945 Closed	0 $0
Q4 2019 Jan 15, 2020	BUY	N/A	7,945 New	7,945 $281,000

150

12.1M

47.5K

1.22M

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