Cabot Wealth Management Inc Spdr S&P 400 Mid Cap Growth Et Transaction History

Cabot Wealth Management Inc

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$73.37 - $87.29 $188,634 - $224,422	2,571 New	2,571 $224,000
Q1 2023 Apr 20, 2023	SELL	$64.78 - $71.55 $11,077 - $12,235	-171 Reduced 4.97%	3,269 $224,000
Q4 2022 Jan 31, 2023	SELL	$61.13 - $69.88 $3,545 - $4,053	-58 Reduced 1.66%	3,440 $225,000
Q3 2022 Oct 19, 2022	SELL	$59.74 - $72.48 $10,096 - $12,249	-169 Reduced 4.61%	3,498 $211,000
Q2 2022 Aug 01, 2022	BUY	$59.32 - $74.72 $33,931 - $42,739	572 Added 18.48%	3,667 $224,000
Q1 2022 Apr 14, 2022	BUY	$69.3 - $81.58 $214,483 - $252,490	3,095 New	3,095 $230,000
Q1 2018 May 11, 2018	SELL	N/A	-1,347 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	1,347	1,347 $209,000

390

23.6M

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