Baker Tilly Wealth Management, LLC Technology Sector Spdr Transaction History

Baker Tilly Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$160.19 - $193.07 $63,435 - $76,455	-396 Reduced 14.42%	2,351 $452,000
Q3 2023 Oct 10, 2023	SELL	$161.97 - $180.26 $73,048 - $81,297	-451 Reduced 14.1%	2,747 $450,000
Q4 2022 Jan 26, 2023	SELL	$116.56 - $136.15 $3,963 - $4,629	-34 Reduced 1.05%	3,198 $0
Q3 2022 Oct 20, 2022	SELL	$118.78 - $151.56 $50,837 - $64,867	-428 Reduced 11.69%	3,232 $384,000
Q2 2022 Jul 28, 2022	SELL	$123.49 - $161.47 $5,680 - $7,427	-46 Reduced 1.24%	3,660 $465,000
Q1 2022 Apr 27, 2022	SELL	$141.39 - $175.52 $21,349 - $26,503	-151 Reduced 3.91%	3,706 $589,000
Q4 2021 Feb 08, 2022	BUY	$148.06 - $176.65 $181,077 - $216,042	1,223 Added 46.43%	3,857 $671,000
Q3 2021 Nov 02, 2021	SELL	$147.91 - $159.7 $12,720 - $13,734	-86 Reduced 3.16%	2,634 $393,000
Q4 2020 Feb 03, 2021	BUY	$110.86 - $130.52 $301,539 - $355,014	2,720 New	2,720 $354,000

2,240

168M

14.8M

18M

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