Fermata Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Fermata Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$31.7 - $33.66 $203,292 - $215,861	6,413 New	6,413 $208,000
Q4 2022 Feb 13, 2023	BUY	$25.7 - $31.02 $184,037 - $222,134	7,161 New	7,161 $212,000
Q2 2022 Aug 09, 2022	SELL	$28.57 - $34.74 $25,570 - $31,092	-895 Reduced 10.78%	7,409 $214,000
Q1 2022 Apr 22, 2022	SELL	$31.42 - $36.91 $28,780 - $33,809	-916 Reduced 9.93%	8,304 $285,000
Q4 2021 Feb 02, 2022	SELL	$35.28 - $37.98 $27,483 - $29,586	-779 Reduced 7.79%	9,220 $336,000
Q3 2021 Oct 29, 2021	BUY	$35.68 - $38.17 $8,384 - $8,969	235 Added 2.41%	9,999 $362,000
Q2 2021 Aug 10, 2021	BUY	$35.87 - $38.34 $350,234 - $374,351	9,764 New	9,764 $359,000

932

484M

4.4K

700

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

Stay updated on Fermata Advisors, LLC with notifications on news.