Bay Harbor Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Bay Harbor Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 25, 2023	SELL	$27.39 - $31.56 $9,696 - $11,172	-354 Reduced 31.03%	787 $23,000
Q3 2022 Nov 02, 2022	SELL	N/A	-228 Reduced 16.65%	1,141 $34,000
Q2 2022 Aug 05, 2022	SELL	N/A	-193 Reduced 12.36%	1,369 $45,000
Q1 2022 Apr 19, 2022	SELL	N/A	-227 Reduced 12.69%	1,562 $59,000
Q4 2021 Feb 10, 2022	BUY	N/A	247 Added 16.02%	1,789 $71,000

Q3 2021 Nov 24, 2021	SELL	N/A	-1,561 Reduced 50.31%	1,542 $64,000
Q2 2021 Jul 28, 2021	BUY	N/A	3,103 New	3,103 $128,000
Q4 2020 Feb 09, 2021	SELL	N/A	-120 Closed	0 $0
Q3 2020 Oct 27, 2020	SELL	N/A	-9,458 Reduced 98.75%	120 $6,000
Q2 2020 Jul 16, 2020	BUY	N/A	9,578 New	9,578 $449,000
Q3 2019 Oct 15, 2019	SELL	N/A	-10,625 Closed	0 $0
Q2 2019 Jul 18, 2019	SELL	N/A	-539 Reduced 4.83%	10,625 $405,000
Q1 2019 Apr 22, 2019	SELL	N/A	-12,523 Reduced 52.87%	11,164 $406,000
Q4 2018 Feb 14, 2019	BUY	N/A	23,687 New	23,687 $830,000

407

292M

25.5K

10.8K

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