Baker Tilly Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Baker Tilly Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$425.08 - $512.6 $16,153 - $19,478	-38 Reduced 6.96%	508 $257,000
Q3 2023 Oct 10, 2023	SELL	$450.89 - $498.33 $422,483 - $466,935	-937 Reduced 63.18%	546 $249,000
Q2 2023 Jul 20, 2023	SELL	$439.95 - $478.91 $3,519 - $3,831	-8 Reduced 0.54%	1,483 $710,000
Q1 2023 Apr 12, 2023	BUY	$433.1 - $497.12 $350,811 - $402,667	810 Added 118.94%	1,491 $683,000
Q4 2022 Jan 26, 2023	SELL	$409.49 - $470.66 $2.79 Million - $3.21 Million	-6,811 Reduced 90.91%	681 $0
Q3 2022 Oct 20, 2022	BUY	$401.58 - $481.07 $3.01 Million - $3.6 Million	7,492 New	7,492 $3.01 Million

1,421

28.7M

428K

269K

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