Source Financial Advisors LLC Spdr Bloomberg Short Term High Transaction History

Source Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 20, 2023	SELL	$24.16 - $25.15 $479,431 - $499,076	-19,844 Reduced 60.25%	13,094 $325,000
Q4 2022 Jan 31, 2023	SELL	$23.68 - $24.88 $18,280 - $19,207	-772 Reduced 2.29%	32,938 $798,000
Q3 2022 Nov 14, 2022	SELL	$23.77 - $25.45 $3,327 - $3,563	-140 Reduced 0.41%	33,710 $802,000
Q2 2022 Aug 15, 2022	SELL	$23.97 - $26.27 $20,182 - $22,119	-842 Reduced 2.43%	33,850 $816,000
Q1 2022 May 16, 2022	BUY	$25.67 - $27.15 $396,011 - $418,843	15,427 Added 80.08%	34,692 $910,000
Q4 2021 Feb 14, 2022	BUY	$26.84 - $27.37 $517,072 - $527,283	19,265 New	19,265 $523,000

375

133M

300

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