Wealthpoint, LLC Spdr Portfolio Long Term Treas Transaction History

Wealthpoint, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 Apr 27, 2021	SELL	$38.5 - $45.06 $297,066 - $347,682	-7,716 Closed	0 $0
Q4 2020 Feb 08, 2021	BUY	$44.43 - $46.75 $342,821 - $360,723	7,716 New	7,716 $348,000
Q3 2020 Nov 09, 2020	SELL	$46.15 - $48.99 $327,295 - $347,437	-7,092 Closed	0 $0
Q2 2020 Aug 06, 2020	BUY	$44.77 - $48.87 $317,508 - $346,586	7,092 New	7,092 $333,000
Q3 2019 Nov 14, 2019	SELL	$39.22 - $41.24 $1.27 Million - $1.34 Million	-32,397 Closed	0 $0
Q2 2019 Aug 08, 2019	BUY	N/A	9,714 Added 42.83%	32,397 $1.24 Million
Q1 2019 May 16, 2019	BUY	N/A	2,054 Added 9.96%	22,683 $825,000
Q4 2018 Feb 15, 2019	BUY	N/A	20,629 New	20,629 $723,000

429

327M

26.8K

1.2K

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