Rockwood Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Rockwood Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jul 20, 2023	SELL	$24.25 - $25.85 $230,302 - $245,497	-9,497 Closed	0 $0
Q3 2022 Jul 20, 2023	SELL	$24.75 - $27.0 $120,780 - $131,760	-4,880 Reduced 33.94%	9,497 $237 Million
Q2 2022 Jul 20, 2023	SELL	$25.67 - $27.71 $530,573 - $572,737	-20,669 Reduced 58.98%	14,377 $379 Million
Q1 2022 Jul 20, 2023	SELL	$27.54 - $29.46 $51,940 - $55,561	-1,886 Reduced 5.11%	35,046 $974 Million
Q4 2021 Jul 20, 2023	BUY	$29.5 - $29.98 $1.09 Million - $1.11 Million	36,932 New	36,932 $1.09 Billion

493

261M

800

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