Simplicity Wealth,Llc Spdr Portfolio Long Term Treas Transaction History

Simplicity Wealth,Llc

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 19, 2023	SELL	$26.09 - $29.96 $638,344 - $733,031	-24,467 Reduced 61.81%	15,119 $395,000
Q2 2023 Jul 26, 2023	BUY	$29.25 - $31.5 $870,684 - $937,660	29,767 Added 303.16%	39,586 $1.18 Million
Q1 2023 Apr 27, 2023	BUY	$28.88 - $31.49 $283,572 - $309,200	9,819 New	9,819 $303,000
Q2 2022 Jul 19, 2022	SELL	$31.38 - $37.78 $286,750 - $345,233	-9,138 Reduced 23.66%	29,482 $975,000
Q1 2022 May 20, 2022	BUY	$36.82 - $41.14 $1.04 Million - $1.16 Million	28,160 Added 269.22%	38,620 $1.46 Million
Q4 2021 Feb 25, 2022	BUY	$40.52 - $43.72 $423,839 - $457,311	10,460 New	10,460 $441,000

429

327M

26.8K

1.2K

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