Bartlett & Co. Wealth Management LLC Spdr S&P Regional Banking ETF Transaction History

Bartlett & Co. Wealth Management LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$46.83 - $53.0 $18,732 - $21,200	-400 Reduced 45.82%	473 $23.8 Million
Q4 2023 Feb 14, 2024	SELL	$38.57 - $53.82 $1.47 Million - $2.06 Million	-38,205 Reduced 97.77%	873 $46.5 Million
Q3 2023 Feb 14, 2024	BUY	$40.59 - $49.04 $1.41 Million - $1.7 Million	34,662 Added 784.92%	39,078 $1.63 Billion
Q2 2023 Feb 14, 2024	SELL	$36.08 - $44.59 $8,983 - $11,102	-249 Reduced 5.34%	4,416 $180 Million
Q1 2023 Feb 14, 2024	BUY	$42.24 - $64.79 $185,856 - $285,076	4,400 Added 1660.38%	4,665 $205 Million
Q1 2022 Feb 14, 2024	SELL	$67.01 - $78.78 $28,881 - $33,954	-431 Reduced 61.93%	265 $15.4 Million
Q2 2021 Feb 13, 2024	BUY	$63.66 - $71.33 $16,869 - $18,902	265 Added 61.48%	696 $45.6 Million
Q3 2020 Feb 13, 2024	BUY	$33.9 - $41.18 $6,203 - $7,535	183 Added 73.79%	431 $15.4 Million
Q2 2020 Feb 13, 2024	BUY	$29.52 - $46.02 $7,320 - $11,412	248 New	248 $9.52 Million
Q3 2019 Feb 13, 2024	SELL	$52.26 - $54.6 $39,456 - $41,223	-755 Closed	0 $0
Q2 2019 Feb 13, 2024	BUY	N/A	755 New	755 $40.3 Million

622

72.9M

39.3M

82.6M

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