Hillcrest Wealth Advisors Ny, LLC Select Sector Spdr Consumer Di Transaction History

Hillcrest Wealth Advisors Ny, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 03, 2022	SELL	$140.01 - $172.97 $49,003 - $60,539	-350 Reduced 17.5%	1,650 $235,000
Q2 2021 Aug 03, 2021	SELL	$166.65 - $179.87 $83,325 - $89,935	-500 Reduced 20.0%	2,000 $357,000
Q1 2021 Apr 28, 2021	BUY	$155.83 - $173.21 $40,827 - $45,381	262 Added 11.71%	2,500 $420,000
Q4 2018 Feb 08, 2019	BUY	N/A	2,238 New	2,238 $222,000

1,297

76.8M

7.35M

18M

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

Stay updated on Hillcrest Wealth Advisors Ny, LLC with notifications on news.