Sheets Smith Wealth Management Spdr Portfolio S&P 600 Small C Transaction History

Sheets Smith Wealth Management

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$36.35 - $41.02 $89,784 - $101,319	2,470 New	2,470 $91,000
Q1 2020 Apr 28, 2020	SELL	$18.96 - $33.37 $208,654 - $367,236	-11,005 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$28.98 - $32.81 $73,609 - $83,337	2,540 Added 30.01%	11,005 $359,000
Q3 2019 Oct 28, 2019	BUY	$29.9 - $31.15 $253,103 - $263,684	8,465 New	8,465 $254,000

889

197M

39.5K

5.8K

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