Convergence Financial, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

Convergence Financial, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Oct 23, 2024	SELL	$27.57 - $28.82 $618,119 - $646,144	-22,420 Closed	0 $0
Q3 2022 Oct 23, 2024	SELL	$27.87 - $30.06 $67,724 - $73,045	-2,430 Reduced 9.78%	22,420 $631 Million
Q2 2022 Oct 23, 2024	SELL	$28.62 - $30.13 $786,763 - $828,273	-27,490 Reduced 52.52%	24,850 $732 Million
Q1 2022 Oct 23, 2024	BUY	$30.11 - $31.87 $987,457 - $1.05 Million	32,795 Added 167.79%	52,340 $1.59 Billion
Q4 2021 Oct 23, 2024	BUY	$31.85 - $32.4 $622,508 - $633,258	19,545 New	19,545 $626 Million

344

205M

800

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