Brio Consultants, LLC Spdr Portfolio S&P 500 High Di Transaction History

Brio Consultants, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 09, 2023	SELL	$35.13 - $38.46 $675,093 - $739,085	-19,217 Reduced 51.05%	18,430 $683,000
Q1 2023 May 04, 2023	SELL	$35.58 - $43.09 $34,085 - $41,280	-958 Reduced 2.48%	37,647 $1.43 Million
Q4 2022 Feb 07, 2023	SELL	$35.5 - $41.73 $119,422 - $140,379	-3,364 Reduced 8.02%	38,605 $1.53 Million
Q3 2022 Oct 25, 2022	BUY	$35.47 - $43.38 $1.49 Million - $1.82 Million	41,969 New	41,969 $1.58 Million
Q2 2019 Jul 17, 2019	SELL	N/A	-6,537 Closed	0 $0
Q1 2019 Apr 23, 2019	SELL	N/A	-4,595 Reduced 41.28%	6,537 $247,000
Q4 2018 Feb 04, 2019	BUY	N/A	11,132 New	11,132 $379,000

474

47.4M

68.6K

13K

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