Plante Moran Financial Advisors, LLC Utilities Sector Spdr Transaction History

Plante Moran Financial Advisors, LLC

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 07, 2023	BUY	$58.83 - $68.46 $3,235 - $3,765	55 New	55 $3,000
Q2 2022 Aug 02, 2022	SELL	$64.87 - $76.96 $5,513 - $6,541	-85 Closed	0 $0
Q1 2022 May 06, 2022	BUY	$65.03 - $74.54 $5,527 - $6,335	85 New	85 $6,000
Q4 2021 Feb 09, 2022	SELL	$63.88 - $71.58 $207,354 - $232,348	-3,246 Closed	0 $0
Q3 2021 Nov 08, 2021	BUY	$63.56 - $70.07 $192,968 - $212,732	3,036 Added 1445.71%	3,246 $207,000
Q2 2021 Aug 10, 2021	BUY	$63.23 - $67.72 $13,278 - $14,221	210 New	210 $13,000
Q4 2020 Feb 09, 2021	SELL	$59.98 - $66.76 $36,287 - $40,389	-605 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$56.7 - $61.49 $7,030 - $7,624	124 Added 25.78%	605 $36,000
Q2 2020 Aug 10, 2020	SELL	$51.79 - $62.83 $21,233 - $25,760	-410 Reduced 46.02%	481 $27,000
Q4 2019 Feb 14, 2020	SELL	$61.37 - $64.82 $170,301 - $179,875	-2,775 Reduced 75.7%	891 $58,000
Q3 2019 Nov 13, 2019	BUY	$62.5 - $64.93 $6,437 - $6,687	103 Added 2.89%	3,666 $0
Q1 2019 May 13, 2019	BUY	N/A	743 Added 26.35%	3,563 $207,000
Q4 2018 Jan 29, 2019	BUY	N/A	22 Added 0.79%	2,820 $149,000
Q3 2018 Nov 09, 2018	SELL	N/A	-1,045 Reduced 27.19%	2,798 $147,000
Q2 2018 Jul 26, 2018	BUY	N/A	3,610 Added 1549.36%	3,843 $200,000
Q1 2018 May 01, 2018	BUY	N/A	113 Added 94.17%	233 $12,000
Q3 2017 Nov 08, 2017	BUY	N/A	120	120 $6,000

1,486

180M

13.1M

41.1M

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