Summit Place Financial Advisors, LLC Utilities Sector Spdr Transaction History

Summit Place Financial Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 08, 2023	SELL	$58.83 - $68.46 $42,298 - $49,222	-719 Reduced 2.26%	31,109 $1.83 Million
Q2 2023 Aug 04, 2023	SELL	$64.34 - $69.97 $186,071 - $202,353	-2,892 Reduced 8.33%	31,828 $2.08 Million
Q1 2023 Apr 28, 2023	SELL	$63.7 - $72.08 $88,543 - $100,191	-1,390 Reduced 3.85%	34,720 $2.35 Million
Q4 2022 Jan 26, 2023	BUY	$61.52 - $72.67 $376,810 - $445,103	6,125 Added 20.43%	36,110 $0
Q3 2022 Oct 31, 2022	BUY	$65.51 - $78.12 $1.96 Million - $2.34 Million	29,985 New	29,985 $1.96 Million
Q4 2020 Jan 27, 2021	SELL	$59.98 - $66.76 $23,992 - $26,704	-400 Reduced 10.81%	3,300 $207,000
Q3 2020 Oct 28, 2020	BUY	$56.7 - $61.49 $209,790 - $227,513	3,700 New	3,700 $220,000
Q2 2020 Jul 22, 2020	SELL	$51.79 - $62.83 $609,827 - $739,823	-11,775 Closed	0 $0
Q1 2020 Apr 22, 2020	BUY	$44.93 - $70.98 $529,050 - $835,789	11,775 New	11,775 $652,000

1,422

166M

21.4M

26.5M

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