Colton Groome Financial Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Colton Groome Financial Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 27, 2023	SELL	$25.22 - $26.01 $40,200 - $41,459	-1,594 Reduced 14.54%	9,367 $237,000
Q1 2023 Apr 17, 2023	SELL	$24.92 - $26.08 $780,170 - $816,486	-31,307 Reduced 74.07%	10,961 $282,000
Q4 2022 Jan 25, 2023	BUY	$24.25 - $25.85 $58,854 - $62,737	2,427 Added 6.09%	42,268 $0
Q3 2022 Oct 20, 2022	SELL	$24.75 - $27.0 $1.32 Million - $1.44 Million	-53,213 Reduced 57.19%	39,841 $994,000
Q2 2022 Jul 26, 2022	SELL	$25.67 - $27.71 $771,819 - $833,156	-30,067 Reduced 24.42%	93,054 $2.45 Million
Q1 2022 Apr 18, 2022	SELL	$27.54 - $29.46 $58,797 - $62,897	-2,135 Reduced 1.7%	123,121 $3.42 Million
Q4 2021 Jan 19, 2022	SELL	$29.5 - $29.98 $2.71 Million - $2.76 Million	-91,943 Reduced 42.33%	125,256 $3.71 Million
Q3 2021 Oct 18, 2021	BUY	$29.83 - $30.33 $13,542 - $13,769	454 Added 0.21%	217,199 $6.48 Million
Q2 2021 Jul 21, 2021	BUY	$29.63 - $30.01 $113,868 - $115,328	3,843 Added 1.81%	216,745 $6.51 Million
Q1 2021 Apr 21, 2021	BUY	$29.52 - $30.77 $571,920 - $596,137	19,374 Added 10.01%	212,902 $6.31 Million
Q4 2020 Jan 19, 2021	BUY	$30.52 - $30.88 $1.86 Million - $1.88 Million	60,949 Added 45.97%	193,528 $5.96 Million
Q3 2020 Oct 23, 2020	BUY	$30.77 - $31.23 $138,403 - $140,472	4,498 Added 3.51%	132,579 $4.09 Million
Q2 2020 Jul 14, 2020	BUY	$30.0 - $30.86 $1.97 Million - $2.02 Million	65,617 Added 105.05%	128,081 $3.95 Million
Q1 2020 Apr 13, 2020	BUY	$27.93 - $30.83 $1.74 Million - $1.93 Million	62,464 New	62,464 $1.89 Million

493

261M

800

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