Western Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Western Wealth Management, LLC

$1.72 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 19, 2024	SELL	$25.0 - $25.54 $77,975 - $79,659	-3,119 Reduced 27.75%	8,122 $206,000
Q1 2024 May 02, 2024	SELL	$25.3 - $25.89 $192,836 - $197,333	-7,622 Reduced 40.41%	11,241 $287,000
Q4 2023 Jan 31, 2024	SELL	$24.42 - $25.87 $8,717 - $9,235	-357 Reduced 1.86%	18,863 $482,000
Q3 2023 Nov 07, 2023	SELL	$24.77 - $25.83 $172,126 - $179,492	-6,949 Reduced 26.55%	19,220 $477,000
Q2 2023 Aug 30, 2023	BUY	$25.7 - $26.69 $128 - $133	5 Added 0.02%	26,169 $676,000
Q1 2023 Aug 30, 2023	SELL	$25.69 - $26.67 $30,648 - $31,817	-1,193 Reduced 4.36%	26,164 $697,000
Q4 2022 Feb 02, 2023	SELL	$25.28 - $26.67 $726,218 - $766,149	-28,727 Reduced 51.22%	27,357 $704,000
Q3 2022 Nov 04, 2022	SELL	$25.36 - $28.61 $20,795 - $23,460	-820 Reduced 1.44%	56,084 $1.42 Million
Q2 2022 Jul 18, 2022	BUY	$27.4 - $29.93 $20,413 - $22,297	745 Added 1.33%	56,904 $1.57 Million
Q1 2022 May 10, 2022	BUY	$29.85 - $31.38 $802,397 - $843,525	26,881 Added 91.81%	56,159 $1.7 Million
Q4 2021 Feb 14, 2022	BUY	$31.08 - $31.92 $175,011 - $179,741	5,631 Added 23.81%	29,278 $921,000
Q1 2021 May 14, 2021	BUY	$30.22 - $31.24 $504,583 - $521,614	16,697 Added 240.24%	23,647 $722,000
Q4 2020 Feb 10, 2021	SELL	$30.37 - $31.17 $768,816 - $789,068	-25,315 Reduced 78.46%	6,950 $217,000
Q3 2020 Oct 27, 2020	BUY	$30.15 - $31.13 $601,763 - $621,323	19,959 Added 162.19%	32,265 $996,000
Q2 2020 Jul 20, 2020	BUY	$29.06 - $30.16 $357,612 - $371,148	12,306 New	12,306 $371,000

About SPDR SER TR SPDR PORTFOLIO TIP

Ticker SPIP
Sector ETFs
Industry ETFs

More about SPIP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Western Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Western Wealth Management, LLC with notifications on news.