Hb Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Hb Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$52.22 - $56.31 $137,599 - $148,376	-2,635 Reduced 31.1%	5,839 $306,000
Q2 2023 Jul 13, 2023	SELL	$49.75 - $54.44 $27,113 - $29,669	-545 Reduced 6.04%	8,474 $461,000
Q1 2023 Apr 13, 2023	SELL	$46.97 - $51.65 $42,836 - $47,104	-912 Reduced 9.18%	9,019 $454,000
Q4 2022 Jan 20, 2023	BUY	$44.09 - $50.41 $208,766 - $238,691	4,735 Added 91.13%	9,931 $0
Q3 2022 Oct 19, 2022	SELL	$44.11 - $53.04 $5,690 - $6,842	-129 Reduced 2.42%	5,196 $229,000
Q2 2022 Jul 15, 2022	BUY	$45.19 - $56.15 $12,156 - $15,104	269 Added 5.32%	5,325 $248,000
Q4 2021 Feb 15, 2022	BUY	$52.99 - $58.74 $267,917 - $296,989	5,056 New	5,056 $296,000

607

84.8M

11.1K

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