Vertex Planning Partners, LLC Select Sector Spdr Tr Real Est Transaction History

Vertex Planning Partners, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$33.6 - $38.97 $132,148 - $153,269	-3,933 Reduced 35.37%	7,186 $245 Million
Q2 2023 Aug 14, 2023	BUY	$35.21 - $37.75 $26,935 - $28,878	765 Added 7.39%	11,119 $419 Million
Q1 2023 May 16, 2023	SELL	$34.62 - $41.83 $232,057 - $280,386	-6,703 Reduced 39.3%	10,354 $387 Million
Q4 2022 Feb 06, 2023	BUY	$33.77 - $39.47 $576,014 - $673,239	17,057 New	17,057 $630 Million

818

141M

704K

4.5M

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