Measured Wealth Private Client Group, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Measured Wealth Private Client Group, LLC

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$516.55 - $556.17 $36,675 - $39,488	-71 Reduced 14.55%	417 $223,000
Q2 2023 Jul 20, 2023	SELL	$439.95 - $478.91 $7,039 - $7,662	-16 Reduced 3.17%	488 $233,000
Q4 2022 Jan 23, 2023	SELL	$409.49 - $470.66 $15,560 - $17,885	-38 Reduced 7.01%	504 $0
Q2 2022 Jul 25, 2022	SELL	$402.57 - $493.76 $90,980 - $111,589	-226 Reduced 29.43%	542 $224,000
Q1 2022 May 03, 2022	SELL	$459.24 - $521.7 $152,008 - $172,682	-331 Reduced 30.12%	768 $377,000
Q4 2021 Jan 28, 2022	SELL	$485.7 - $531.03 $322,504 - $352,603	-664 Reduced 37.66%	1,099 $569,000
Q3 2021 Nov 01, 2021	SELL	$468.36 - $506.04 $917,517 - $991,332	-1,959 Reduced 52.63%	1,763 $848,000
Q2 2021 Aug 05, 2021	SELL	$475.11 - $504.81 $173,890 - $184,760	-366 Reduced 8.95%	3,722 $1.83 Million
Q1 2021 May 04, 2021	SELL	$413.34 - $489.29 $53,734 - $63,607	-130 Reduced 3.08%	4,088 $1.95 Million
Q4 2020 Jan 20, 2021	BUY	$343.51 - $421.75 $242,861 - $298,177	707 Added 20.14%	4,218 $1.77 Million
Q3 2020 Oct 15, 2020	BUY	$318.46 - $358.67 $109,231 - $123,023	343 Added 10.83%	3,511 $1.19 Million
Q2 2020 Aug 03, 2020	BUY	$243.09 - $355.21 $147,798 - $215,967	608 Added 23.75%	3,168 $1.03 Million
Q1 2020 Apr 22, 2020	BUY	$220.85 - $384.02 $104,682 - $182,025	474 Added 22.72%	2,560 $673,000
Q4 2019 Jan 15, 2020	BUY	$338.73 - $376.09 $706,590 - $784,523	2,086 New	2,086 $783,000
Q4 2018 Feb 07, 2019	SELL	$284.96 - $364.55 $85,772 - $109,729	-301 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$355.06 - $373.52 $106,873 - $112,429	301 New	301 $111,000

1,421

28.7M

428K

269K

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