Kellett Schaffner Wealth Advisors LLC Energy Sector Spdr Transaction History

Kellett Schaffner Wealth Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$79.91 - $94.41 $604,199 - $713,834	7,561 Added 47.42%	23,506 $2.22 Million
Q4 2023 Jan 31, 2024	BUY	$81.2 - $91.96 $1.01 Million - $1.15 Million	12,455 Added 356.88%	15,945 $1.34 Million
Q3 2023 Nov 06, 2023	BUY	$79.09 - $93.36 $276,024 - $325,826	3,490 New	3,490 $315,000
Q2 2022 Aug 08, 2022	SELL	$70.66 - $92.28 $7.03 Million - $9.17 Million	-99,425 Closed	0 $0
Q1 2022 Apr 25, 2022	SELL	$57.22 - $78.75 $337,311 - $464,231	-5,895 Reduced 5.6%	99,425 $7.6 Million
Q4 2021 Feb 10, 2022	BUY	$53.01 - $59.14 $5.58 Million - $6.23 Million	105,320 New	105,320 $5.85 Million

2,026

236M

45.7M

111M

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