Comprehensive Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History

Comprehensive Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$37.55 - $40.43 $35,860 - $38,610	955 Added 8.19%	12,609 $498,000
Q4 2023 Jan 12, 2024	SELL	$32.19 - $40.5 $22,758 - $28,633	-707 Reduced 5.72%	11,654 $466,000
Q3 2023 Jan 12, 2024	BUY	$33.6 - $38.97 $21,907 - $25,408	652 Added 5.57%	12,361 $421,000
Q2 2023 Jan 12, 2024	BUY	$35.21 - $37.75 $39,259 - $42,091	1,115 Added 10.52%	11,709 $441,000
Q1 2023 Jan 12, 2024	SELL	$34.62 - $41.83 $1,765 - $2,133	-51 Reduced 0.48%	10,594 $396,000
Q4 2022 Jan 12, 2024	BUY	$33.77 - $39.47 $29,683 - $34,694	879 Added 9.0%	10,645 $393,000
Q3 2022 Jan 12, 2024	BUY	$35.63 - $45.74 $14,073 - $18,067	395 Added 4.22%	9,766 $0
Q2 2022 Jan 12, 2024	BUY	$38.85 - $50.6 $107,342 - $139,807	2,763 Added 41.81%	9,371 $0
Q1 2022 Jan 12, 2024	BUY	$43.98 - $51.33 $290,619 - $339,188	6,608 New	6,608 $0

823

141M

704K

4.5M

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