Northwest Wealth Management, LLC Spdr Portfolio Short Term Trea Transaction History

Northwest Wealth Management, LLC

  • $422 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 05, 2024
SELL
$28.65 - $28.88 $7,449 - $7,508
-260 Reduced 2.71%
9,321 $269,000
Q1 2024

May 13, 2024
BUY
$28.84 - $29.16 $2,336 - $2,361
81 Added 0.85%
9,581 $277,000
Q4 2023

Feb 14, 2024
SELL
$28.59 - $29.06 $21,156 - $21,504
-740 Reduced 7.23%
9,500 $275,000
Q3 2023

Nov 01, 2023
BUY
$28.66 - $28.88 $1,289 - $1,299
45 Added 0.44%
10,240 $294,000
Q2 2023

Aug 07, 2023
BUY
$28.78 - $29.3 $2,158 - $2,197
75 Added 0.74%
10,195 $293,000
Q1 2023

May 10, 2023
SELL
$28.64 - $29.36 $11,255 - $11,538
-393 Reduced 3.74%
10,120 $295,000
Q4 2022

Feb 07, 2023
BUY
$28.7 - $29.07 $5,596 - $5,668
195 Added 1.89%
10,513 $303,000
Q3 2022

Oct 27, 2022
BUY
$28.84 - $29.57 $201 - $206
7 Added 0.07%
10,318 $298,000
Q2 2022

Jul 26, 2022
SELL
$29.16 - $29.7 $112,761 - $114,849
-3,867 Reduced 27.27%
10,311 $304,000
Q1 2022

Apr 29, 2022
SELL
$29.62 - $30.41 $16,320 - $16,755
-551 Reduced 3.74%
14,178 $420,000
Q4 2021

Jan 24, 2022
BUY
$30.42 - $30.64 $28,868 - $29,077
949 Added 6.89%
14,729 $448,000
Q3 2021

Oct 20, 2021
SELL
$30.62 - $30.7 $6,583 - $6,600
-215 Reduced 1.54%
13,780 $422,000
Q2 2021

Aug 02, 2021
BUY
$30.62 - $30.7 $58,392 - $58,544
1,907 Added 15.78%
13,995 $429,000
Q4 2020

Jan 28, 2021
SELL
$30.65 - $30.71 $3,065 - $3,071
-100 Reduced 0.82%
12,088 $371,000
Q3 2020

Oct 19, 2020
BUY
$30.69 - $30.73 $27,989 - $28,025
912 Added 8.09%
12,188 $374,000
Q2 2020

Jul 13, 2020
BUY
$30.66 - $30.74 $123,406 - $123,728
4,025 Added 55.51%
11,276 $346,000
Q1 2020

Apr 29, 2020
SELL
$29.96 - $30.72 $24,627 - $25,251
-822 Reduced 10.18%
7,251 $223,000
Q4 2019

Jan 14, 2020
SELL
$29.91 - $30.1 $410,185 - $412,791
-13,714 Reduced 62.95%
8,073 $242,000
Q3 2019

Oct 28, 2019
SELL
$29.89 - $30.02 $22,686 - $22,785
-759 Reduced 3.37%
21,787 $654,000
Q1 2019

Apr 12, 2019
BUY
N/A
21,009 Added 1366.88%
22,546 $671,000
Q4 2018

Jan 24, 2019
BUY
N/A
1,537 New
1,537 $45,000

Others Institutions Holding SPTS

# of Institutions
403
Shares Held
176M
Call Options Held
0
Put Options Held
0
View Full List

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