Collaborative Wealth Managment Inc. Spdr Ser Tr Spdr Portfolio Cor Transaction History

Collaborative Wealth Managment Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	SELL	$28.44 - $29.46 $47,779 - $49,492	-1,680 Reduced 18.05%	7,625 $220,000
Q1 2023 May 08, 2023	SELL	$28.24 - $29.83 $449,128 - $474,416	-15,904 Reduced 63.09%	9,305 $272,000
Q4 2022 Feb 10, 2023	BUY	$26.99 - $29.37 $5,047 - $5,492	187 Added 0.75%	25,209 $715,000
Q3 2022 Nov 14, 2022	BUY	$27.57 - $30.56 $10,559 - $11,704	383 Added 1.55%	25,022 $695,000
Q2 2022 Aug 15, 2022	SELL	$28.93 - $32.12 $35,583 - $39,507	-1,230 Reduced 4.75%	24,639 $729,000
Q4 2021 Feb 11, 2022	BUY	$34.61 - $35.48 $33,571 - $34,415	970 Added 3.9%	25,869 $901,000
Q1 2021 May 12, 2022	BUY	$34.06 - $36.08 $848,059 - $898,355	24,899 New	24,899 $797,000

155

43.7M

900

100

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