Marshall Financial Group LLC Spdr Portfolio Short Term Trea Transaction History

Marshall Financial Group LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	SELL	$28.84 - $29.16 $24,744 - $25,019	-858 Reduced 4.53%	18,098 $523,000
Q4 2023 Jan 10, 2024	SELL	$28.59 - $29.06 $31,677 - $32,198	-1,108 Reduced 5.52%	18,956 $550,000
Q3 2023 Oct 19, 2023	BUY	$28.66 - $28.88 $25,536 - $25,732	891 Added 4.65%	20,064 $576,000
Q2 2023 Jul 17, 2023	BUY	$28.78 - $29.3 $250,328 - $254,851	8,698 Added 83.04%	19,173 $551,000
Q1 2023 Apr 18, 2023	BUY	$28.64 - $29.36 $300,004 - $307,546	10,475 New	10,475 $306,000

403

176M

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