Valtinson Bruner Financial Planning LLC Spdr Portfolio S&P 500 High Di Transaction History

Valtinson Bruner Financial Planning LLC

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 24, 2023	BUY	$34.75 - $38.84 $1,946 - $2,175	56 Added 0.86%	6,561 $230,000
Q2 2023 Jul 24, 2023	SELL	$35.13 - $38.46 $141,222 - $154,609	-4,020 Reduced 38.19%	6,505 $241,000
Q1 2023 May 05, 2023	BUY	$35.58 - $43.09 $925 - $1,120	26 Added 0.25%	10,525 $399,000
Q4 2022 Jan 19, 2023	BUY	$35.5 - $41.73 $59,604 - $70,064	1,679 Added 19.04%	10,499 $0
Q3 2022 Nov 09, 2022	BUY	$35.47 - $43.38 $116,838 - $142,893	3,294 Added 59.61%	8,820 $313,000
Q2 2022 Aug 08, 2022	SELL	$38.63 - $45.45 $27,813 - $32,724	-720 Reduced 11.53%	5,526 $221,000
Q1 2022 Apr 15, 2022	BUY	$41.75 - $44.47 $260,770 - $277,759	6,246 New	6,246 $278,000
Q1 2020 May 05, 2020	SELL	$21.02 - $39.9 $140,203 - $266,133	-6,670 Closed	0 $0
Q4 2019 Jan 07, 2020	SELL	$36.46 - $39.61 $23,225 - $25,231	-637 Reduced 8.72%	6,670 $261,000
Q3 2019 Oct 17, 2019	SELL	$37.62 - $38.84 $944,976 - $975,621	-25,119 Reduced 77.47%	7,307 $273,000
Q2 2019 Jul 17, 2019	SELL	N/A	-516 Reduced 1.57%	32,426 $1.23 Million
Q1 2019 Apr 22, 2019	BUY	N/A	49 Added 0.15%	32,942 $1.25 Million
Q4 2018 Jan 29, 2019	BUY	N/A	32,893 New	32,893 $1.12 Million

474

48M

68.6K

13K

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