Martel Wealth Advisors Inc Spdr Bloomberg High Yield Bond Transaction History

Martel Wealth Advisors Inc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2020 Oct 18, 2024	SELL	$100.95 - $106.1 $4.15 Million - $4.36 Million	-41,070 Closed	0 $0
Q2 2020 Oct 18, 2024	BUY	$90.54 - $104.76 $52,151 - $60,341	576 Added 1.42%	41,070 $4.15 Billion
Q1 2020 Oct 18, 2024	SELL	$84.57 - $110.24 $31,460 - $41,009	-372 Reduced 0.91%	40,494 $3.84 Billion
Q4 2019 Oct 18, 2024	BUY	$107.21 - $109.95 $162,423 - $166,574	1,515 Added 3.85%	40,866 $4.48 Billion
Q3 2019 Oct 18, 2024	BUY	$106.71 - $109.19 $1.25 Million - $1.28 Million	11,686 Added 42.24%	39,351 $4.28 Billion
Q2 2019 Oct 18, 2024	BUY	$105.76 - $109.46 $2.93 Million - $3.03 Million	27,665 New	27,665 $3.01 Billion

619

76M

181K

65.9K

Get notified when there are updates to the investment portfolio of Martel Wealth Advisors Inc, based on Form 13F filings with the SEC.

Stay updated on Martel Wealth Advisors Inc with notifications on news.