Towerpoint Wealth, LLC Spdr Portfolio Intermediate Te Transaction History

Towerpoint Wealth, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	SELL	$31.4 - $32.25 $136,558 - $140,255	-4,349 Reduced 39.3%	6,718 $211,000
Q2 2023 Jul 20, 2023	SELL	$31.95 - $32.66 $166,619 - $170,321	-5,215 Reduced 32.03%	11,067 $355,000
Q1 2023 May 15, 2023	SELL	$31.67 - $32.83 $42,627 - $44,189	-1,346 Reduced 7.64%	16,282 $529,000
Q4 2022 Feb 10, 2023	BUY	$30.74 - $32.36 $60,188 - $63,360	1,958 Added 12.5%	17,628 $561,000
Q3 2022 Nov 14, 2022	SELL	$31.11 - $33.37 $139,528 - $149,664	-4,485 Reduced 22.25%	15,670 $491,000
Q2 2022 Aug 08, 2022	BUY	$32.03 - $34.08 $645,564 - $686,882	20,155 New	20,155 $658,000

536

214M

300

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