Sheets Smith Wealth Management Spdr Ser Tr Spdr Portfolio Int Transaction History

Sheets Smith Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 23, 2023	BUY	$27.44 - $28.48 $123,480 - $128,160	4,500 New	4,500 $123,000
Q1 2022 May 02, 2022	SELL	$30.11 - $31.87 $195,715 - $207,155	-6,500 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	$31.85 - $32.4 $286 - $291	-9 Reduced 0.14%	6,500 $208,000
Q2 2020 Jul 17, 2020	SELL	$32.86 - $33.23 $65 - $66	-2 Reduced 0.03%	6,509 $216,000
Q1 2020 Apr 28, 2020	SELL	$30.99 - $33.13 $30,990 - $33,130	-1,000 Reduced 13.31%	6,511 $216,000
Q4 2019 Jan 24, 2020	BUY	$30.86 - $31.54 $29,347 - $29,994	951 Added 14.5%	7,511 $232,000
Q3 2019 Oct 28, 2019	BUY	$30.88 - $31.32 $202,572 - $205,459	6,560 New	6,560 $205,000

338

197M

12.3K

Get notified when there are updates to the investment portfolio of Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

Stay updated on Sheets Smith Wealth Management with notifications on news.