Surevest, LLC Spdr Ser Tr S&P Health Care Eq Transaction History

Surevest, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 16, 2020	SELL	$59.35 - $90.15 $540,025 - $820,274	-9,099 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$74.14 - $86.35 $136,417 - $158,884	-1,840 Reduced 16.82%	9,099 $779,000
Q3 2019 Oct 15, 2019	SELL	$77.27 - $80.75 $82,060 - $85,756	-1,062 Reduced 8.85%	10,939 $854,000
Q2 2019 Jul 10, 2019	SELL	N/A	-10,327 Reduced 46.25%	12,001 $982,000
Q1 2019 Apr 09, 2019	BUY	N/A	2,615 Added 13.27%	22,328 $1.79 Million
Q4 2018 Feb 20, 2019	BUY	N/A	19,713 New	19,713 $1.38 Million

943K

900

100

Get notified when there are updates to the investment portfolio of Surevest, LLC, based on Form 13F filings with the SEC.

Stay updated on Surevest, LLC with notifications on news.