Plante Moran Financial Advisors, LLC Spdr S&P Regional Banking ETF Transaction History

Plante Moran Financial Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 07, 2023	BUY	$36.08 - $44.59 $5,231 - $6,465	145 New	145 $5,000
Q4 2022 Feb 09, 2023	BUY	$56.83 - $65.49 $511 - $589	9 New	9 $0
Q1 2022 May 06, 2022	SELL	$67.01 - $78.78 $34,778 - $40,886	-519 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$51.71 - $71.1 $26,785 - $36,829	-518 Reduced 49.95%	519 $34,000
Q4 2020 Feb 09, 2021	BUY	$35.92 - $51.95 $15,804 - $22,858	440 Added 73.7%	1,037 $54,000
Q1 2020 May 07, 2020	BUY	$28.13 - $58.41 $5,822 - $12,090	207 Added 53.08%	597 $19,000
Q1 2019 May 13, 2019	BUY	N/A	215 Added 122.86%	390 $20,000
Q4 2018 Jan 29, 2019	SELL	N/A	-150 Reduced 46.15%	175 $8,000
Q3 2018 Nov 09, 2018	SELL	N/A	-500 Reduced 60.61%	325 $19,000
Q2 2018 Jul 26, 2018	SELL	N/A	-175 Reduced 17.5%	825 $50,000
Q3 2017 Nov 08, 2017	BUY	N/A	1,000	1,000 $57,000

581

78M

32.3M

71.8M

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