Bartlett & Co. Wealth Management LLC Spdr Portfolio S&P 500 ETF (Ma Transaction History

Bartlett & Co. Wealth Management LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$60.84 - $67.51 $425 - $472	-7 Reduced 35.0%	13 $878,000
Q2 2024 Jul 12, 2024	BUY	$58.24 - $64.51 $1,164 - $1,290	20 New	20 $1.28 Million
Q3 2022 Feb 14, 2024	SELL	$41.99 - $50.54 $1,973 - $2,375	-47 Closed	0 $0
Q2 2022 Feb 14, 2024	BUY	$43.16 - $53.73 $2,028 - $2,525	47 New	47 $2.08 Million

1,385

642M

939K

863K

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