Prestige Wealth Management Group LLC Spdr Portfolio S&P 500 Value E Transaction History

Prestige Wealth Management Group LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Apr 26, 2024	SELL	$39.63 - $46.73 $15,257 - $17,991	-385 Reduced 55.0%	315 $14,000
Q4 2023 Feb 08, 2024	SELL	$39.63 - $46.73 $15,257 - $17,991	-385 Reduced 55.0%	315 $14,000
Q1 2023 Apr 26, 2024	BUY	$38.68 - $42.77 $14,891 - $16,466	385 Added 122.22%	700 $28,000
Q3 2022 Nov 01, 2022	SELL	$34.49 - $40.43 $17,245 - $20,215	-500 Reduced 41.67%	700 $24,000
Q4 2021 Feb 15, 2022	SELL	$39.14 - $42.04 $10,841 - $11,645	-277 Reduced 18.75%	1,200 $50,000
Q3 2021 Nov 12, 2021	BUY	$38.51 - $40.73 $46,212 - $48,875	1,200 Added 433.21%	1,477 $58,000
Q2 2021 Aug 12, 2021	SELL	$38.15 - $40.6 $45,780 - $48,720	-1,200 Reduced 81.25%	277 $11,000
Q2 2020 Aug 13, 2020	SELL	$24.7 - $32.15 $249,420 - $324,650	-10,098 Reduced 87.24%	1,477 $43,000
Q1 2020 May 15, 2020	BUY	$22.11 - $35.37 $7,583 - $12,131	343 Added 3.05%	11,575 $299,000
Q4 2019 Jan 28, 2020	SELL	$30.96 - $35.07 $1,857 - $2,104	-60 Reduced 0.53%	11,232 $392,000
Q3 2019 Nov 14, 2019	BUY	$31.79 - $32.44 $11,062 - $11,289	348 Added 3.18%	11,292 $361,000
Q2 2019 Aug 16, 2019	SELL	N/A	-634 Reduced 5.48%	10,944 $342,000
Q1 2019 Aug 16, 2019	BUY	N/A	296 Added 2.62%	11,578 $350,000
Q4 2018 Apr 16, 2019	BUY	N/A	11,282 New	11,282 $306,000

939

378M

307K

3.5K

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