Cfs Investment Advisory Services, LLC Spdr Portfolio Long Term Corpo Transaction History

Cfs Investment Advisory Services, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 21, 2023	BUY	$22.48 - $23.86 $45,859 - $48,674	2,040 Added 12.94%	17,811 $414,000
Q1 2023 May 05, 2023	BUY	$22.37 - $24.4 $86,370 - $94,208	3,861 Added 32.42%	15,771 $373,000
Q4 2022 Feb 13, 2023	BUY	$20.56 - $24.07 $38,488 - $45,059	1,872 Added 18.65%	11,910 $267,000
Q3 2022 Nov 02, 2022	SELL	$21.47 - $25.39 $4.47 Million - $5.29 Million	-208,289 Reduced 95.4%	10,038 $218,000
Q3 2022 Oct 31, 2022	BUY	$21.47 - $25.39 $4.69 Million - $5.54 Million	218,327 New	218,327 $10,000
Q2 2022 Aug 16, 2022	SELL	$23.44 - $28.02 $81.5 Million - $97.4 Million	-3,475,668 Closed	0 $0
Q1 2022 May 27, 2022	BUY	$26.79 - $30.98 $90 Million - $104 Million	3,361,072 Added 2932.97%	3,475,668 $125,000
Q4 2021 Feb 14, 2022	SELL	$30.89 - $32.39 $718,038 - $752,905	-23,245 Reduced 16.86%	114,596 $3.43 Million
Q3 2021 Nov 19, 2021	BUY	$31.36 - $32.63 $4.32 Million - $4.5 Million	137,841 New	137,841 $4.32 Million
Q2 2021 Jul 21, 2021	SELL	$30.01 - $31.87 $9.52 Million - $10.1 Million	-317,270 Closed	0 $0
Q4 2020 Feb 11, 2021	BUY	$31.41 - $33.28 $9.97 Million - $10.6 Million	317,270 New	317,270 $10.5 Million

144

30.4M

33.2K

7.3K

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