Ep Wealth Advisors, LLC Spdr S&P 600 Small Cap ETF Transaction History

Ep Wealth Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Jun 05, 2023	BUY	$79.99 - $93.53 $20.6 Million - $24.1 Million	257,194 New	257,194 $21.6 Million
Q4 2022 Jun 12, 2023	SELL	$80.75 - $88.73 $20.3 Million - $22.3 Million	-251,633 Reduced 97.84%	5,561 $457,000
Q2 2022 Aug 11, 2022	SELL	N/A	-260 Reduced 4.45%	5,578 $447,000
Q1 2022 May 20, 2022	SELL	N/A	-603 Reduced 9.36%	5,838 $546,000
Q4 2021 Feb 17, 2022	BUY	N/A	473 Added 7.93%	6,441 $640,000

Q3 2021 Nov 23, 2021	SELL	N/A	-44,032 Reduced 88.06%	5,968 $565,000
Q3 2021 Nov 16, 2021	BUY	N/A	37,641 Added 304.56%	50,000 $565,000
Q2 2021 Aug 24, 2021	BUY	N/A	12,359 New	12,359 $1.21 Million

588K

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