Birchcreek Wealth Management, LLC Select Sector Spdr Fd Material Transaction History

Birchcreek Wealth Management, LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$88.28 - $93.06 $208,164 - $219,435	-2,358 Reduced 44.23%	2,973 $262,000
Q1 2024 Apr 29, 2024	SELL	$80.98 - $92.89 $15,953 - $18,299	-197 Reduced 3.56%	5,331 $495,000
Q4 2023 Feb 05, 2024	BUY	$74.46 - $86.21 $10,647 - $12,328	143 Added 2.66%	5,528 $472,000
Q3 2023 Oct 23, 2023	BUY	$77.84 - $85.72 $121,196 - $133,466	1,557 Added 40.67%	5,385 $422,000
Q2 2023 Jul 20, 2023	BUY	$75.02 - $82.87 $85,447 - $94,388	1,139 Added 42.36%	3,828 $317,000
Q1 2023 May 01, 2023	SELL	$75.51 - $85.21 $45,985 - $51,892	-609 Reduced 18.47%	2,689 $216,000
Q4 2022 Feb 06, 2023	SELL	$68.18 - $83.76 $8,590 - $10,553	-126 Reduced 3.68%	3,298 $256,000
Q3 2022 Nov 14, 2022	SELL	$67.32 - $81.52 $29,351 - $35,542	-436 Reduced 11.3%	3,424 $233,000
Q2 2022 Aug 12, 2022	SELL	$73.54 - $90.55 $10,369 - $12,767	-141 Reduced 3.52%	3,860 $284,000
Q1 2022 May 13, 2022	BUY	$79.77 - $90.53 $319,159 - $362,210	4,001 New	4,001 $353,000
Q1 2021 May 17, 2021	SELL	$70.64 - $79.69 $44,079 - $49,726	-624 Closed	0 $0
Q4 2020 Jan 28, 2021	BUY	$61.94 - $72.39 $38,650 - $45,171	624 New	624 $45,000

922

57.3M

22.2M

24.1M

Get notified when there are updates to the investment portfolio of Birchcreek Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Birchcreek Wealth Management, LLC with notifications on news.