Avantax Planning Partners, Inc. Spdr S&P Bank ETF Transaction History

Avantax Planning Partners, Inc.

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 09, 2022	BUY	N/A	359 Added 7.25%	5,314 $278,000
Q4 2020 Feb 04, 2021	BUY	N/A	4,955 New	4,955 $207,000
Q3 2019 Nov 08, 2019	SELL	N/A	-4,686 Closed	0 $0
Q2 2019 Aug 07, 2019	SELL	N/A	-8,236 Reduced 63.74%	4,686 $204,000
Q1 2019 May 08, 2019	SELL	N/A	-1,609 Reduced 11.07%	12,922 $540,000

Q4 2018 Feb 14, 2019	SELL	N/A	-4,111 Reduced 22.05%	14,531 $543,000
Q3 2018 Nov 13, 2018	SELL	N/A	-230 Reduced 1.22%	18,642 $868,000
Q2 2018 Aug 13, 2018	SELL	N/A	-1,039 Reduced 5.22%	18,872 $890,000
Q1 2018 May 15, 2018	SELL	N/A	-78 Reduced 0.39%	19,911 $954,000
Q4 2017 Feb 09, 2018	BUY	N/A	9 Added 0.05%	19,989 $946,000
Q3 2017 Oct 19, 2017	BUY	N/A	19,980	19,980 $901,000

258

13.7M

1.3M

995K

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