Sheets Smith Wealth Management Ssga Active Trust Transaction History

Sheets Smith Wealth Management

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 26, 2023	BUY	$40.7 - $42.14 $517,093 - $535,388	12,705 Added 30987.8%	12,746 $528,000
Q1 2023 May 12, 2023	SELL	$40.7 - $42.14 $496,295 - $513,855	-12,194 Reduced 99.66%	41 $1,000
Q4 2022 Mar 08, 2023	BUY	$40.74 - $41.61 $59,602 - $60,875	1,463 Added 13.58%	12,235 $500,000
Q3 2022 Nov 01, 2022	SELL	N/A	-821 Reduced 7.08%	10,772 $440,000
Q2 2022 Jul 27, 2022	SELL	N/A	-2,080 Reduced 15.21%	11,593 $483,000

Q1 2022 May 02, 2022	BUY	N/A	2,285 Added 20.06%	13,673 $615,000
Q4 2021 Jan 20, 2022	BUY	N/A	1,909 Added 20.14%	11,388 $520,000
Q3 2021 Oct 15, 2021	BUY	N/A	419 Added 4.62%	9,479 $436,000
Q2 2021 Aug 03, 2021	BUY	N/A	9,060 New	9,060 $419,000
Q1 2020 Apr 28, 2020	SELL	N/A	-5,852 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	N/A	3 Added 0.05%	5,852 $273,000
Q3 2019 Oct 28, 2019	BUY	N/A	4 Added 0.07%	5,849 $271,000
Q2 2019 Jul 12, 2019	SELL	N/A	-1,696 Reduced 22.49%	5,845 $270,000
Q1 2019 May 13, 2019	SELL	N/A	-35 Reduced 0.46%	7,541 $347,000
Q4 2018 Jan 11, 2019	SELL	N/A	-4,937 Reduced 39.45%	7,576 $339,000
Q3 2018 Oct 15, 2018	SELL	N/A	-396 Reduced 3.07%	12,513 $592,000
Q2 2018 Jul 26, 2018	BUY	N/A	622 Added 5.06%	12,909 $606,000
Q1 2018 Apr 09, 2018	BUY	N/A	4,115 Added 50.35%	12,287 $583,000
Q4 2017 Jan 12, 2018	BUY	N/A	1,006 Added 14.04%	8,172 $386,000
Q3 2017 Oct 12, 2017	BUY	N/A	7,166	7,166 $340,000

507

101M

25.3K

518K

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