Lee Financial Group Hawaii, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Lee Financial Group Hawaii, Inc.

$128 Million
Q1 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2021 May 10, 2021	SELL	N/A	-165,148 Closed	0 $0
Q4 2020 Feb 03, 2021	SELL	N/A	-99,105 Reduced 37.5%	165,148 $7.61 Million
Q3 2020 Oct 27, 2020	SELL	N/A	-79,398 Reduced 23.1%	264,253 $10.8 Million
Q2 2020 Jul 23, 2020	SELL	N/A	-23,406 Reduced 6.38%	343,651 $13 Million
Q1 2020 May 04, 2020	SELL	N/A	-25,033 Reduced 6.38%	367,057 $11.5 Million

Q4 2019 Jan 30, 2020	BUY	N/A	63,603 Added 19.36%	392,090 $15.6 Million
Q3 2019 Oct 29, 2019	BUY	N/A	8,063 Added 2.52%	328,487 $12.1 Million
Q2 2019 Jul 30, 2019	BUY	N/A	300,855 Added 1537.41%	320,424 $11.7 Million
Q1 2019 May 01, 2019	BUY	N/A	5,052 Added 34.8%	19,569 $688,000
Q4 2018 Jan 29, 2019	BUY	N/A	3,405 Added 30.64%	14,517 $449,000
Q3 2018 Oct 23, 2018	BUY	N/A	11,112 New	11,112 $402,000

Others Institutions Holding SPTM

# of Institutions

603

Shares Held

83.5M

Call Options Held

131K

Put Options Held

100

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