Signature Wealth Management Partners, LLC Columbia ETF Tr I Diversified Transaction History

Signature Wealth Management Partners, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 02, 2023	SELL	$17.21 - $18.22 $337,815 - $357,640	-19,629 Reduced 34.7%	36,944 $660,000
Q4 2022 Feb 03, 2023	SELL	$16.4 - $17.91 $447,424 - $488,620	-27,282 Reduced 32.53%	56,573 $978,000
Q3 2022 Nov 01, 2022	SELL	$16.55 - $18.63 $417,573 - $470,053	-25,231 Reduced 23.13%	83,855 $1.4 Million
Q2 2022 Jul 22, 2022	SELL	$17.32 - $19.44 $160,954 - $180,655	-9,293 Reduced 7.85%	109,086 $1.93 Million
Q1 2022 May 10, 2022	SELL	$19.15 - $21.13 $539,015 - $594,746	-28,147 Reduced 19.21%	118,379 $2.31 Million
Q4 2021 Jan 19, 2022	SELL	$21.05 - $21.47 $577,759 - $589,287	-27,447 Reduced 15.78%	146,526 $3.12 Million
Q3 2021 Oct 20, 2021	SELL	$21.36 - $21.73 $103,510 - $105,303	-4,846 Reduced 2.71%	173,973 $3.72 Million
Q2 2021 Jul 29, 2021	SELL	$21.15 - $21.59 $269,451 - $275,056	-12,740 Reduced 6.65%	178,819 $3.85 Million
Q1 2021 May 14, 2021	BUY	$21.05 - $22.04 $451,733 - $472,978	21,460 Added 12.62%	191,559 $4.05 Million
Q4 2020 Feb 16, 2021	BUY	$21.41 - $22.09 $3.64 Million - $3.76 Million	170,099 New	170,099 $3.76 Million

14M

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