Valeo Financial Advisors, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Valeo Financial Advisors, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Jul 22, 2021	SELL	$49.77 - $52.97 $122,683 - $130,571	-2,465 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$45.48 - $49.44 $7,276 - $7,910	-160 Reduced 6.1%	2,465 $121,000
Q4 2020 Feb 11, 2021	BUY	$39.96 - $46.09 $18,861 - $21,754	472 Added 21.92%	2,625 $121,000
Q3 2020 Oct 28, 2020	SELL	$37.97 - $43.65 $1,556 - $1,789	-41 Reduced 1.87%	2,153 $88,000
Q2 2020 Jul 20, 2020	BUY	$29.99 - $39.74 $53,532 - $70,935	1,785 Added 436.43%	2,194 $83,000
Q1 2020 Apr 13, 2020	BUY	$27.12 - $41.81 $11,092 - $17,100	409 New	409 $14,000
Q3 2019 Oct 15, 2019	SELL	$36.53 - $37.33 $1,789 - $1,829	-49 Closed	0 $0
Q1 2019 Apr 12, 2019	BUY	N/A	49 New	49 $2,000

629

85.1M

949K

700

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