Ci Private Wealth, LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Ci Private Wealth, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$21.41 - $22.04 $7,771 - $8,000	363 Added 3.53%	10,642 $231,000
Q4 2023 Feb 09, 2024	SELL	$20.11 - $22.18 $20 - $22	-1 Reduced 0.01%	10,279 $226,000
Q3 2023 Nov 03, 2023	SELL	$20.73 - $21.96 $47,181 - $49,980	-2,276 Reduced 18.13%	10,280 $213,000
Q2 2023 Aug 10, 2023	BUY	$21.68 - $22.43 $49,365 - $51,073	2,277 Added 22.15%	12,556 $275,000
Q4 2022 Feb 15, 2023	BUY	$20.76 - $22.35 $213,392 - $229,735	10,279 New	10,279 $223,000

219

242M

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