Compass Financial Advisors LLC Spdr Portfolio S&P 500 Value E Transaction History

Compass Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 03, 2023	BUY	$38.68 - $42.77 $71,093 - $78,611	1,838 Added 6.68%	29,353 $1.2 Million
Q4 2022 Feb 06, 2023	SELL	$34.79 - $40.71 $12,941 - $15,144	-372 Reduced 1.33%	27,515 $1.07 Million
Q3 2022 Nov 09, 2022	BUY	$34.49 - $40.43 $49,838 - $58,421	1,445 Added 5.46%	27,887 $962,000
Q2 2022 Aug 08, 2022	BUY	$35.93 - $42.52 $128,018 - $151,498	3,563 Added 15.57%	26,442 $974,000
Q1 2022 May 05, 2022	BUY	$39.54 - $42.64 $109,407 - $117,984	2,767 Added 13.76%	22,879 $955,000
Q4 2021 Feb 24, 2022	BUY	$39.14 - $42.04 $787,183 - $845,508	20,112 New	20,112 $845,000

1,011

407M

356K

41.6K

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