Morris Retirement Advisors, LLC Spdr Portfolio S&P 500 Value E Transaction History

Morris Retirement Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 13, 2023	BUY	$38.68 - $42.77 $70,358 - $77,798	1,819 Added 7.82%	25,089 $1.02 Million
Q4 2022 Feb 02, 2023	BUY	$34.79 - $40.71 $40,182 - $47,020	1,155 Added 5.22%	23,270 $904,000
Q3 2022 Oct 14, 2022	BUY	$34.49 - $40.43 $89,674 - $105,118	2,600 Added 13.32%	22,115 $775,000
Q2 2022 Aug 08, 2022	BUY	$35.93 - $42.52 $97,406 - $115,271	2,711 Added 16.13%	19,515 $719,000
Q1 2022 May 10, 2022	BUY	$39.54 - $42.64 $664,430 - $716,522	16,804 New	16,804 $702,000

1,011

407M

356K

41.6K

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