Sfg Wealth Management, Llc. Spdr Index Shs Fds S&P North A Transaction History

Sfg Wealth Management, Llc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 19, 2024	BUY	$48.56 - $54.08 $31,175 - $34,719	642 Added 8.66%	8,057 $410,000
Q3 2023 Oct 19, 2023	BUY	$50.06 - $55.28 $750 - $829	15 Added 0.2%	7,415 $392,000
Q2 2023 Jul 14, 2023	SELL	$49.11 - $57.23 $221,731 - $258,393	-4,515 Reduced 37.89%	7,400 $381,000
Q1 2023 Apr 11, 2023	SELL	$49.46 - $58.79 $96,496 - $114,699	-1,951 Reduced 14.07%	11,915 $639,000
Q4 2022 Jan 31, 2023	BUY	$52.61 - $58.15 $108,955 - $120,428	2,071 Added 17.56%	13,866 $751,000

Q3 2022 Oct 12, 2022	BUY	N/A	11,795 New	11,795 $563,000

8.54M

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