Source Financial Advisors LLC Franklin Templeton ETF Tr Transaction History

Source Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$27.56 - $31.23 $74,715 - $84,664	-2,711 Reduced 28.69%	6,737 $209,000
Q4 2023 Jan 11, 2024	SELL	$25.13 - $28.02 $2,563 - $2,858	-102 Reduced 1.07%	9,448 $264,000
Q3 2023 Oct 26, 2023	BUY	$25.96 - $27.86 $4,387 - $4,708	169 Added 1.8%	9,550 $252,000
Q2 2023 Jul 24, 2023	SELL	$25.45 - $28.23 $3,308 - $3,669	-130 Reduced 1.37%	9,381 $253,000
Q1 2023 Apr 20, 2023	SELL	$23.54 - $25.87 $200,490 - $220,334	-8,517 Reduced 47.24%	9,511 $245,000

Q4 2022 Jan 31, 2023	BUY	$22.1 - $24.84 $398,418 - $447,815	18,028 New	18,028 $433,000

131

34.8M

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