Plante Moran Financial Advisors, LLC Select Sector Spdr Tr Real Est Transaction History

Plante Moran Financial Advisors, LLC

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	BUY	$37.55 - $40.43 $3,417 - $3,679	91 New	91 $3,000
Q3 2023 Nov 07, 2023	BUY	$33.6 - $38.97 $168 - $194	5 New	5 $0
Q4 2020 Feb 09, 2021	SELL	$33.98 - $37.77 $39,178 - $43,548	-1,153 Closed	0 $0
Q2 2020 Aug 10, 2020	SELL	$29.12 - $37.86 $8,444 - $10,979	-290 Reduced 20.1%	1,153 $40,000
Q1 2020 May 07, 2020	SELL	$25.46 - $41.93 $4,048 - $6,666	-159 Reduced 9.93%	1,443 $45,000
Q4 2019 Feb 14, 2020	SELL	$37.47 - $40.18 $28,926 - $31,018	-772 Reduced 32.52%	1,602 $62,000
Q1 2019 May 13, 2019	BUY	N/A	818 Added 52.57%	2,374 $86,000
Q4 2018 Jan 29, 2019	BUY	N/A	450 Added 40.69%	1,556 $48,000
Q2 2018 Jul 26, 2018	SELL	N/A	-135 Reduced 10.88%	1,106 $36,000
Q1 2018 May 01, 2018	BUY	N/A	179 Added 16.85%	1,241 $39,000
Q3 2017 Nov 08, 2017	BUY	N/A	1,062	1,062 $34,000

818

141M

704K

4.5M

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