Iht Wealth Management, LLC Spdr S&P 1500 Value Tilt ETF Transaction History

Iht Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 22, 2022	SELL	$125.88 - $149.87 $488,540 - $581,645	-3,881 Reduced 15.22%	21,615 $2.72 Million
Q2 2022 Aug 15, 2022	SELL	$131.15 - $156.84 $83,411 - $99,750	-636 Reduced 2.43%	25,496 $3.41 Million
Q1 2022 May 16, 2022	BUY	$146.34 - $159.0 $490,678 - $533,127	3,353 Added 14.72%	26,132 $4.05 Million
Q4 2021 Feb 14, 2022	BUY	$145.48 - $156.12 $774,681 - $831,339	5,325 Added 30.51%	22,779 $3.55 Million
Q3 2021 Nov 15, 2021	BUY	$141.52 - $150.69 $678,022 - $721,955	4,791 Added 37.83%	17,454 $2.52 Million
Q2 2021 Aug 16, 2021	BUY	$140.04 - $149.63 $1.77 Million - $1.89 Million	12,663 New	12,663 $1.85 Million

1.47M

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