Avantax Planning Partners, Inc. Spdr Portfolio Transaction History

Avantax Planning Partners, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 17, 2023	BUY	$54.76 - $61.01 $32,856 - $36,606	600 Added 7.97%	8,124 $495,000
Q1 2023 Apr 20, 2023	SELL	$49.61 - $55.36 $33,883 - $37,810	-683 Reduced 8.32%	7,524 $416,000
Q3 2022 Oct 14, 2022	BUY	$50.1 - $61.86 $411,170 - $507,685	8,207 New	8,207 $411,000
Q4 2018 Feb 14, 2019	SELL	N/A	-321 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	321 New	321 $12,000

1,082

293M

461K

39.8K

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