Fsm Wealth Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Fsm Wealth Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$52.22 - $56.31 $9,921 - $10,698	-190 Reduced 4.46%	4,074 $213,000
Q2 2023 Jul 12, 2023	SELL	$49.75 - $54.44 $1,741 - $1,905	-35 Reduced 0.81%	4,264 $232,000
Q1 2023 Apr 24, 2023	BUY	$46.97 - $51.65 $328 - $361	7 Added 0.16%	4,299 $216,000
Q4 2022 Jan 19, 2023	BUY	$44.09 - $50.41 $189,234 - $216,359	4,292 New	4,292 $0

607

84.8M

11.1K

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