Ep Wealth Advisors, LLC Spdr Ser Tr Spdr Ice Pfd Sec E Transaction History

Ep Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 17, 2021	SELL	$42.16 - $44.09 $191,026 - $199,771	-4,531 Closed	0 $0
Q4 2020 Feb 18, 2021	SELL	$43.06 - $44.41 $212,285 - $218,941	-4,930 Reduced 52.11%	4,531 $201,000
Q3 2020 Nov 17, 2020	BUY	$41.62 - $43.91 $393,766 - $415,432	9,461 New	9,461 $411,000
Q2 2020 Aug 14, 2020	SELL	$37.3 - $42.68 $401,310 - $459,194	-10,759 Closed	0 $448,000
Q1 2020 May 18, 2020	BUY	$31.08 - $44.66 $43,139 - $61,988	1,388 Added 14.81%	10,759 $422,000
Q4 2019 Feb 14, 2020	BUY	$43.17 - $44.38 $404,546 - $415,884	9,371 New	9,371 $412,000

180

12.4M

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