Source Financial Advisors LLC Spdr Portfolio Short Term Corp Transaction History

Source Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 11, 2024	SELL	$29.14 - $29.78 $32,287 - $32,996	-1,108 Reduced 3.33%	32,210 $959,000
Q3 2023 Oct 26, 2023	BUY	$29.26 - $29.5 $76,544 - $77,172	2,616 Added 8.52%	33,318 $976,000
Q2 2023 Jul 24, 2023	SELL	$29.36 - $29.7 $105,519 - $106,741	-3,594 Reduced 10.48%	30,702 $903,000
Q1 2023 Apr 20, 2023	SELL	$29.2 - $29.7 $8,818 - $8,969	-302 Reduced 0.87%	34,296 $1.02 Million
Q4 2022 Jan 31, 2023	SELL	$28.95 - $29.53 $23,478 - $23,948	-811 Reduced 2.29%	34,598 $1.02 Million
Q3 2022 Nov 14, 2022	BUY	$29.16 - $29.99 $1.03 Million - $1.06 Million	35,409 New	35,409 $1.04 Million

560

191M

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