Donaldson Capital Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Donaldson Capital Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$41.15 - $44.69 $346,524 - $376,334	8,421 New	8,421 $347,000
Q2 2022 Aug 11, 2022	SELL	$35.93 - $42.52 $421,351 - $498,632	-11,727 Closed	0 $0
Q1 2022 May 13, 2022	BUY	$39.54 - $42.64 $135,503 - $146,127	3,427 Added 41.29%	11,727 $490,000
Q4 2021 Jan 21, 2022	BUY	$39.14 - $42.04 $324,862 - $348,932	8,300 New	8,300 $349,000
Q2 2021 Jul 28, 2021	SELL	$38.15 - $40.6 $228,900 - $243,600	-6,000 Closed	0 $0
Q1 2021 May 05, 2021	BUY	$33.86 - $38.29 $203,160 - $229,740	6,000 New	6,000 $227,000

954

380M

307K

3.5K

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