Rooted Wealth Advisors, Inc. Spdr Portfolio S&P 600 Small C Transaction History

Rooted Wealth Advisors, Inc.

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$39.85 - $43.04 $190,363 - $205,602	4,777 New	4,777 $200,000
Q3 2023 Nov 21, 2023	SELL	$36.35 - $41.02 $54,016 - $60,955	-1,486 Reduced 19.98%	5,952 $224,000
Q2 2023 Aug 03, 2023	SELL	$35.57 - $38.94 $1.65 Million - $1.81 Million	-46,521 Reduced 86.22%	7,438 $287,000
Q1 2023 Apr 26, 2023	SELL	$36.04 - $42.08 $1.27 Million - $1.48 Million	-35,114 Reduced 39.42%	53,959 $2.01 Million
Q4 2022 Feb 13, 2023	BUY	$34.79 - $39.85 $3.1 Million - $3.55 Million	89,073 New	89,073 $3.29 Million

893

198M

39.5K

5.8K

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