National Wealth Management Group, LLC Spdr S&P 600 Small Cap ETF Transaction History

National Wealth Management Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 15, 2023	BUY	$79.99 - $93.53 $402,429 - $470,549	5,031 New	5,031 $401 Million
Q4 2022 Nov 17, 2023	BUY	$80.75 - $88.73 $20,026 - $22,005	248 Added 4.93%	5,276 $434 Million
Q3 2022 Nov 17, 2023	BUY	N/A	5,028 New	5,028 $381 Million
Q2 2022 Nov 17, 2023	SELL	N/A	-1,007 Reduced 12.22%	7,232 $579 Million
Q1 2022 Nov 17, 2023	SELL	N/A	-401 Reduced 4.64%	8,239 $771 Million

Q4 2021 Nov 17, 2023	BUY	N/A	8,640 New	8,640 $859 Million

588K

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