Windward Private Wealth Management Inc. Spdr Portfolio Aggregate Bond Transaction History

Windward Private Wealth Management Inc.

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 29, 2024	BUY	$23.71 - $25.74 $264,485 - $287,129	11,155 New	11,155 $286,000
Q3 2022 Oct 26, 2022	BUY	$24.75 - $27.0 $382,362 - $417,123	15,449 New	15,449 $385,000
Q1 2022 May 10, 2022	SELL	$27.54 - $29.46 $273,609 - $292,685	-9,935 Closed	0 $0
Q1 2021 May 06, 2021	BUY	$29.52 - $30.77 $293,281 - $305,699	9,935 New	9,935 $295,000

493

261M

800

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

Stay updated on Windward Private Wealth Management Inc. with notifications on news.