Pensionmark Financial Group, LLC Spdr S&P 600 Small Cap Value E Transaction History

Pensionmark Financial Group, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 12, 2021	SELL	$78.25 - $86.49 $332,719 - $367,755	-4,252 Closed	0 $0
Q2 2021 Aug 12, 2021	BUY	$80.72 - $89.85 $343,221 - $382,042	4,252 New	4,252 $364,000
Q1 2021 May 17, 2021	SELL	$65.44 - $87.88 $15.4 Million - $20.7 Million	-235,612 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$50.84 - $66.37 $12 Million - $15.6 Million	235,612 New	235,612 $18 Million
Q4 2019 Feb 13, 2020	SELL	$58.81 - $66.14 $6.17 Million - $6.94 Million	-104,860 Closed	0 $0
Q3 2019 Nov 12, 2019	BUY	$60.53 - $63.24 $6.35 Million - $6.63 Million	104,860 New	104,860 $6.42 Million

591

31.3M

800

Get notified when there are updates to the investment portfolio of Pensionmark Financial Group, LLC, based on Form 13F filings with the SEC.

Stay updated on Pensionmark Financial Group, LLC with notifications on news.