Acorn Wealth Advisors, LLC Spdr Ser Tr Factset Innovative Transaction History

Acorn Wealth Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 14, 2022	SELL	$185.35 - $234.71 $552,157 - $699,201	-2,979 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$208.2 - $233.01 $62,460 - $69,903	-300 Reduced 9.15%	2,979 $643,000
Q2 2021 Aug 16, 2021	SELL	$188.57 - $230.21 $8,108 - $9,899	-43 Reduced 1.29%	3,279 $741,000
Q1 2021 May 14, 2021	BUY	$202.31 - $262.15 $299,216 - $387,719	1,479 Added 80.25%	3,322 $694,000
Q4 2020 Feb 16, 2021	BUY	$169.47 - $224.51 $312,333 - $413,771	1,843 New	1,843 $396,000

603K

50K

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