Valeo Financial Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Valeo Financial Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$29.63 - $30.01 $5,007 - $5,071	-169 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$29.52 - $30.77 $29 - $30	1 Added 0.6%	169 $5,000
Q4 2020 Feb 11, 2021	BUY	$30.52 - $30.88 $5,127 - $5,187	168 New	168 $5,000
Q4 2019 Jan 24, 2020	SELL	$29.24 - $29.77 $4,619 - $4,703	-158 Closed	0 $0
Q3 2019 Oct 15, 2019	SELL	$29.25 - $29.64 $4,943 - $5,009	-169 Reduced 51.68%	158 $5,000
Q1 2019 Apr 12, 2019	BUY	N/A	219 Added 202.78%	327 $9,000
Q2 2018 Aug 14, 2018	BUY	N/A	108 New	108 $3,000

492

260M

800

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