Spire Wealth Management Schwab Fundamental U S Broad M Transaction History

Spire Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 03, 2023	BUY	$47.77 - $55.73 $8,789 - $10,254	184 New	184 $10,000
Q2 2022 Jul 22, 2022	SELL	$49.26 - $58.47 $290,239 - $344,505	-5,892 Reduced 97.0%	182 $9,000
Q1 2022 Apr 18, 2022	BUY	$54.81 - $59.23 $1,260 - $1,362	23 Added 0.38%	6,074 $351,000
Q4 2021 Jan 14, 2022	BUY	$54.05 - $58.21 $323,543 - $348,445	5,986 Added 9209.23%	6,051 $351,000
Q1 2021 May 21, 2021	BUY	$44.29 - $52.19 $2,878 - $3,392	65 New	65 $3,000

156

12.4M

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