Bernardo Wealth Planning LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Bernardo Wealth Planning LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2020 Aug 03, 2020	SELL	$18.9 - $23.48 $230,561 - $286,432	-12,199 Closed	0 $0
Q1 2020 May 01, 2020	SELL	$17.27 - $26.2 $60,410 - $91,647	-3,498 Reduced 22.28%	12,199 $240,000
Q4 2019 Feb 10, 2020	BUY	$23.32 - $26.04 $443 - $494	19 Added 0.12%	15,697 $404,000
Q3 2019 Nov 04, 2019	BUY	$23.97 - $24.43 $119,442 - $121,734	4,983 Added 46.59%	15,678 $376,000
Q2 2019 Aug 13, 2019	SELL	N/A	-24 Reduced 0.22%	10,695 $392,000
Q1 2019 May 08, 2019	SELL	N/A	-76 Reduced 0.7%	10,719 $388,000
Q4 2018 Feb 14, 2019	BUY	N/A	10,795 New	10,795 $353,000

235

42M

6.7K

60.7K

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