Harbour Investments, Inc. Spdr Ser Tr S&P 1500 Momentum Transaction History

Harbour Investments, Inc.

$2.82 Billion
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 15, 2023	BUY	$178.31 - $191.11 $178 - $191	1 Added 0.73%	138 $24,000
Q4 2022 Feb 15, 2023	BUY	$155.0 - $176.28 $1,860 - $2,115	12 Added 9.6%	137 $22,000
Q2 2022 Aug 15, 2022	SELL	$155.84 - $194.88 $72,309 - $90,424	-464 Reduced 78.78%	125 $20,000
Q4 2021 Feb 16, 2022	SELL	$183.29 - $203.85 $8,981 - $9,988	-49 Reduced 7.68%	589 $119,000
Q3 2021 Nov 15, 2021	BUY	$177.11 - $192.05 $4,959 - $5,377	28 Added 4.59%	638 $117,000
Q2 2021 Aug 16, 2021	BUY	$168.26 - $181.61 $20,191 - $21,793	120 Added 24.49%	610 $111,000
Q1 2021 Aug 17, 2021	BUY	$157.42 - $169.83 $74,302 - $80,159	472 Added 2622.22%	490 $82,000
Q1 2021 May 12, 2021	BUY	$157.42 - $169.83 $2,833 - $3,056	18 New	18 $3,000

Others Institutions Holding MMTM

# of Institutions

32

Shares Held

217K

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

69.1K
Shares

$17.5 Million
0.01% of portfolio
Baltimore Washington Financial Advisors, Inc.

44.7K
Shares

$11.3 Million
0.65% of portfolio
Professional Financial Advisors, LLC

17.1K
Shares

$4.32 Million
1.14% of portfolio
Steward Partners Investment Advisory, LLC

15K
Shares

$3.8 Million
0.04% of portfolio
Western Wealth Management, LLC

9.08K
Shares

$2.29 Million
0.17% of portfolio

About SPDR SER TR S&P 1500 MOMENTUM

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