Valtinson Bruner Financial Planning LLC Spdr Portfolio Intermediate Te Transaction History

Valtinson Bruner Financial Planning LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 19, 2023	SELL	$30.74 - $32.36 $2.07 Million - $2.17 Million	-67,189 Reduced 75.79%	21,460 $0
Q3 2022 Nov 09, 2022	SELL	$31.11 - $33.37 $25,852 - $27,730	-831 Reduced 0.93%	88,649 $2.78 Million
Q2 2022 Aug 08, 2022	SELL	$32.03 - $34.08 $70,946 - $75,487	-2,215 Reduced 2.42%	89,480 $2.92 Million
Q1 2022 Apr 15, 2022	BUY	$33.91 - $36.04 $274,535 - $291,779	8,096 Added 9.68%	91,695 $3.07 Million
Q4 2021 Jan 18, 2022	SELL	$35.97 - $36.6 $58,379 - $59,401	-1,623 Reduced 1.9%	83,599 $3.02 Million
Q3 2021 Oct 21, 2021	BUY	$36.52 - $36.95 $66,320 - $67,101	1,816 Added 2.18%	85,222 $3.09 Million
Q2 2021 Jul 28, 2021	BUY	$36.19 - $36.73 $155,327 - $157,645	4,292 Added 5.43%	83,406 $3.08 Million
Q1 2021 Apr 16, 2021	SELL	$36.13 - $37.14 $114,026 - $117,213	-3,156 Reduced 3.84%	79,114 $2.89 Million
Q4 2020 Jan 08, 2021	BUY	$36.68 - $37.18 $3.02 Million - $3.06 Million	82,270 New	82,270 $3.05 Million

526

197M

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