Spectrum Wealth Advisory Group, LLC Spdr Portfolio Transaction History

Spectrum Wealth Advisory Group, LLC

$178 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 24, 2022	BUY	$38.55 - $46.17 $462 - $554	12 Added 0.21%	5,830 $225,000
Q2 2022 Jul 29, 2022	BUY	$38.67 - $47.45 $464 - $569	12 Added 0.21%	5,818 $231,000
Q1 2022 Apr 22, 2022	SELL	$44.15 - $50.14 $128,741 - $146,208	-2,916 Reduced 33.43%	5,806 $274,000
Q4 2021 Feb 10, 2022	BUY	$46.63 - $50.95 $136,579 - $149,232	2,929 Added 50.56%	8,722 $434,000
Q3 2021 Oct 15, 2021	BUY	$45.05 - $48.67 $540 - $584	12 Added 0.21%	5,793 $267,000
Q2 2021 Jul 27, 2021	BUY	$45.87 - $48.58 $366 - $388	8 Added 0.14%	5,781 $273,000
Q1 2021 Apr 19, 2021	SELL	$39.79 - $47.1 $1,114 - $1,318	-28 Reduced 0.48%	5,773 $264,000
Q4 2020 Jan 19, 2021	SELL	$33.07 - $40.57 $240,914 - $295,552	-7,285 Reduced 55.67%	5,801 $234,000
Q3 2020 Oct 23, 2020	BUY	$30.67 - $34.54 $200,029 - $225,269	6,522 Added 99.36%	13,086 $426,000
Q2 2020 Jul 15, 2020	BUY	$23.46 - $34.21 $153,991 - $224,554	6,564 New	6,564 $205,000

Others Institutions Holding SPMD

# of Institutions

653

Shares Held

188M

Call Options Held

1K

Put Options Held

0

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