Orion Portfolio Solutions, LLC Spdr Ser Tr Msci Usa Strategic Transaction History

Orion Portfolio Solutions, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$131.2 - $145.63 $3,411 - $3,786	26 Added 1.14%	2,301 $335,000
Q4 2023 Feb 09, 2024	SELL	$116.41 - $132.43 $24,678 - $28,075	-212 Reduced 8.52%	2,275 $300,000
Q3 2023 Nov 01, 2023	BUY	$120.57 - $126.74 $53,653 - $56,399	445 Added 21.79%	2,487 $300,000
Q2 2023 Aug 14, 2023	SELL	$114.75 - $122.96 $97,537 - $104,516	-850 Reduced 29.39%	2,042 $251,000
Q1 2023 Aug 30, 2023	BUY	$109.24 - $117.82 $92,854 - $100,147	850 Added 41.63%	2,892 $335,000
Q1 2023 May 15, 2023	BUY	$109.24 - $117.82 $315,922 - $340,735	2,892 New	2,892 $335,000
Q1 2020 May 15, 2020	BUY	$65.74 - $99.27 $723 - $1,091	11 New	11 $1,000

168

7.12M

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