Bernardo Wealth Planning LLC Spdr S&P 400 Mid Cap Growth Et Transaction History

Bernardo Wealth Planning LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 07, 2024	SELL	$73.37 - $87.29 $198,245 - $235,857	-2,702 Reduced 5.01%	51,216 $4.47 Million
Q4 2023 Jan 25, 2024	BUY	$64.85 - $76.49 $180,023 - $212,336	2,776 Added 5.43%	53,918 $4.08 Million
Q3 2023 Oct 30, 2023	BUY	$68.34 - $74.46 $56,243 - $61,280	823 Added 1.64%	51,142 $3.54 Million
Q2 2023 Jul 21, 2023	BUY	$66.14 - $71.65 $107,212 - $116,144	1,621 Added 3.33%	50,319 $3.61 Million
Q1 2023 May 05, 2023	BUY	$64.78 - $71.55 $367,820 - $406,260	5,678 Added 13.2%	48,698 $3.33 Million
Q4 2022 Jan 30, 2023	BUY	$61.13 - $69.88 $2.63 Million - $3.01 Million	43,020 New	43,020 $2.81 Million

390

23.7M

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