Peterson Wealth Management Spdr Portfolio S&P 500 High Di Transaction History

Peterson Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 17, 2023	SELL	$35.13 - $38.46 $44,298 - $48,498	-1,261 Reduced 16.0%	6,618 $245,000
Q1 2023 Aug 17, 2023	SELL	$35.58 - $43.09 $12,168 - $14,736	-342 Reduced 4.16%	7,879 $299,000
Q4 2022 Feb 07, 2023	SELL	$35.5 - $41.73 $22,684 - $26,665	-639 Reduced 7.21%	8,221 $325,000
Q3 2022 Oct 13, 2022	BUY	$35.47 - $43.38 $39,229 - $47,978	1,106 Added 14.26%	8,860 $314,000
Q2 2022 Aug 03, 2022	BUY	$38.63 - $45.45 $11,241 - $13,225	291 Added 3.9%	7,754 $309,000
Q1 2022 Apr 26, 2022	BUY	$41.75 - $44.47 $96,359 - $102,636	2,308 Added 44.77%	7,463 $328,000
Q4 2021 Feb 09, 2022	BUY	$38.92 - $42.05 $200,632 - $216,767	5,155 New	5,155 $217,000

474

47.4M

68.6K

13K

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