Surevest, LLC Spdr S&P 600 Small Cap Growth Transaction History

Surevest, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 16, 2020	SELL	$39.85 - $66.69 $519,444 - $869,304	-13,035 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$57.76 - $64.9 $4,563 - $5,127	-79 Reduced 0.6%	13,035 $841,000
Q3 2019 Oct 15, 2019	BUY	$59.51 - $62.08 $31,837 - $33,212	535 Added 4.25%	13,114 $781,000
Q2 2019 Jul 10, 2019	BUY	N/A	2,747 Added 27.94%	12,579 $766,000
Q1 2019 Apr 09, 2019	BUY	N/A	674 Added 7.36%	9,832 $587,000
Q4 2018 Feb 20, 2019	BUY	N/A	9,158 New	9,158 $494,000

494

26.7M

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