Icon Wealth Partners, LLC Utilities Sector Spdr Transaction History

Icon Wealth Partners, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 19, 2022	SELL	$64.87 - $76.96 $205,054 - $243,270	-3,161 Reduced 49.8%	3,187 $224,000
Q1 2022 Apr 19, 2022	SELL	$65.03 - $74.54 $88,245 - $101,150	-1,357 Reduced 17.61%	6,348 $473,000
Q4 2021 Jan 19, 2022	SELL	$63.88 - $71.58 $17,439 - $19,541	-273 Reduced 3.42%	7,705 $552,000
Q3 2021 Nov 15, 2021	BUY	$63.56 - $70.07 $121,272 - $133,693	1,908 Added 31.43%	7,978 $510,000
Q2 2021 Jul 30, 2021	BUY	$63.23 - $67.72 $43,122 - $46,185	682 Added 12.66%	6,070 $384,000
Q1 2021 Apr 26, 2021	BUY	$58.36 - $64.15 $314,443 - $345,640	5,388 New	5,388 $345,000
Q4 2018 Feb 14, 2019	SELL	N/A	-8,596 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	N/A	8,596 New	8,596 $453,000

1,486

180M

13.1M

41.1M

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