Executive Wealth Management, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History

Executive Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 26, 2024	SELL	$91.22 - $91.84 $8,209 - $8,265	-90 Reduced 3.16%	2,756 $251,000
Q3 2023 Nov 07, 2023	SELL	$91.43 - $91.86 $36,846 - $37,019	-403 Reduced 12.4%	2,846 $261,000
Q2 2023 Aug 02, 2023	SELL	$91.41 - $91.82 $10.1 Million - $10.2 Million	-110,809 Reduced 97.15%	3,249 $298,000
Q1 2023 May 11, 2023	BUY	$91.4 - $91.84 $421,902 - $423,933	4,616 Added 4.22%	114,058 $10.5 Million
Q4 2022 Feb 13, 2023	BUY	$91.33 - $91.67 $10 Million - $10 Million	109,442 New	109,442 $10 Million

Q4 2020 Feb 04, 2021	SELL	N/A	-2,610 Closed	0 $0
Q3 2020 Oct 23, 2020	SELL	N/A	-200 Reduced 7.12%	2,610 $238,000
Q2 2020 Jul 27, 2020	BUY	N/A	2,810 New	2,810 $0

1,007

208M

25.9K

9.3K

Get notified when there are updates to the investment portfolio of Executive Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Executive Wealth Management, LLC with notifications on news.