Falcon Wealth Planning Spdr Portfolio Short Term Trea Transaction History

Falcon Wealth Planning

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$28.84 - $29.16 $721 - $729	25 Added 0.36%	7,032 $203,000
Q4 2023 Jan 10, 2024	BUY	$28.59 - $29.06 $200,330 - $203,623	7,007 New	7,007 $203,000
Q2 2023 Jul 13, 2023	SELL	$28.78 - $29.3 $2,993 - $3,047	-104 Reduced 1.47%	6,979 $200,000
Q1 2023 May 15, 2023	SELL	$28.64 - $29.36 $2,463 - $2,524	-86 Reduced 1.2%	7,083 $207,000
Q4 2022 Jan 20, 2023	SELL	$28.7 - $29.07 $344 - $348	-12 Reduced 0.17%	7,169 $0
Q3 2022 Nov 10, 2022	SELL	$28.84 - $29.57 $43,346 - $44,443	-1,503 Reduced 17.31%	7,181 $208,000
Q2 2022 Jul 20, 2022	BUY	$29.16 - $29.7 $253,225 - $257,914	8,684 New	8,684 $256,000

382

135M

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