Cadence Wealth Management LLC Utilities Sector Spdr Transaction History

Cadence Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	BUY	$58.83 - $68.46 $224,318 - $261,037	3,813 New	3,813 $224,000
Q2 2022 Aug 15, 2022	SELL	$64.87 - $76.96 $82,903 - $98,354	-1,278 Reduced 22.36%	4,438 $311,000
Q1 2022 May 16, 2022	BUY	$65.03 - $74.54 $28,288 - $32,424	435 Added 8.24%	5,716 $426,000
Q4 2021 Feb 09, 2022	BUY	$63.88 - $71.58 $39,605 - $44,379	620 Added 13.3%	5,281 $378,000
Q3 2021 Nov 04, 2021	BUY	$63.56 - $70.07 $296,253 - $326,596	4,661 New	4,661 $298,000
Q2 2021 Aug 12, 2021	SELL	$63.23 - $67.72 $9.93 Million - $10.6 Million	-157,103 Closed	0 $0
Q1 2021 May 17, 2021	BUY	$58.36 - $64.15 $9.17 Million - $10.1 Million	157,103 New	157,103 $6.27 Million

1,484

180M

13.1M

41.1M

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