Connecticut Wealth Management, LLC Spdr Ser Tr Spdr Msci Acwi Ex Transaction History

Connecticut Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 02, 2022	SELL	$21.19 - $25.02 $9,450 - $11,158	-446 Reduced 4.4%	9,694 $206,000
Q2 2022 Jul 12, 2022	BUY	$23.43 - $28.02 $2,460 - $2,942	105 Added 1.05%	10,140 $241,000
Q4 2021 Jan 24, 2022	BUY	$28.37 - $30.32 $4,170 - $4,457	147 Added 1.49%	10,035 $294,000
Q2 2021 Jul 29, 2021	BUY	$29.34 - $30.85 $61,027 - $64,168	2,080 Added 26.64%	9,888 $299,000
Q1 2021 May 12, 2021	BUY	$27.86 - $29.87 $217,530 - $233,224	7,808 New	7,808 $226,000
Q1 2021 Apr 29, 2021	SELL	$27.86 - $29.87 $217,530 - $233,224	-7,808 Closed	0 $0
Q4 2020 Jan 29, 2021	BUY	$23.53 - $27.91 $183,722 - $217,921	7,808 New	7,808 $216,000

229

42.1M

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