Executive Wealth Management, LLC Spdr S&P 600 Small Cap Growth Transaction History

Executive Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	BUY	$67.45 - $82.5 $362,408 - $443,272	5,373 New	5,373 $5.37 Million
Q4 2021 Feb 03, 2022	SELL	$87.48 - $96.13 $3.77 Million - $4.15 Million	-43,130 Closed	0 $0
Q3 2021 Oct 27, 2021	BUY	$83.59 - $91.68 $3.61 Million - $3.95 Million	43,130 New	43,130 $3.76 Million
Q2 2021 Jul 26, 2021	SELL	$82.26 - $89.48 $2.96 Million - $3.22 Million	-35,976 Closed	0 $0
Q1 2021 May 03, 2021	BUY	$75.75 - $89.99 $104,535 - $124,186	1,380 Added 3.99%	35,976 $3.09 Million
Q4 2020 Feb 04, 2021	BUY	$59.86 - $77.16 $2.07 Million - $2.67 Million	34,564 Added 108012.5%	34,596 $2.64 Million
Q4 2018 Feb 19, 2019	BUY	N/A	32 New	32 $2,000

496

26.7M

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.