Kovitz Investment Group Partners, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Kovitz Investment Group Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$32.85 - $35.9 $4,993 - $5,456	-152 Reduced 2.22%	6,686 $239,000
Q4 2023 Feb 07, 2024	SELL	$29.46 - $34.07 $24,982 - $28,891	-848 Reduced 11.03%	6,838 $232,000
Q3 2023 Nov 09, 2023	SELL	$30.88 - $33.58 $209,922 - $228,276	-6,798 Reduced 46.93%	7,686 $238,000
Q2 2023 Aug 08, 2023	BUY	$31.7 - $33.66 $7,576 - $8,044	239 Added 1.68%	14,484 $471,000
Q1 2023 May 11, 2023	BUY	$29.83 - $32.71 $424,928 - $465,953	14,245 New	14,245 $458,000

932

484M

4.4K

700

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