Exencial Wealth Advisors, LLC Spdr Doubleline Emerging Marke Transaction History

Exencial Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 10, 2022	SELL	$48.82 - $50.4 $1.01 Million - $1.04 Million	-20,597 Closed	0 $0
Q3 2021 Nov 04, 2021	BUY	$50.3 - $51.31 $273,782 - $279,280	5,443 Added 35.92%	20,597 $1.02 Million
Q2 2021 Aug 16, 2021	SELL	$50.16 - $51.06 $7,975 - $8,118	-159 Reduced 1.04%	15,154 $754,000
Q1 2021 May 06, 2021	BUY	$50.18 - $51.15 $98,603 - $100,509	1,965 Added 14.72%	15,313 $760,000
Q4 2020 Feb 11, 2021	BUY	$49.61 - $51.21 $18,355 - $18,947	370 Added 2.85%	13,348 $665,000
Q3 2020 Nov 13, 2020	SELL	$49.0 - $50.17 $5,831 - $5,970	-119 Reduced 0.91%	12,978 $646,000
Q2 2020 Aug 17, 2020	BUY	$44.84 - $49.2 $587,269 - $644,372	13,097 New	13,097 $649,000

1.34M

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