Baker Tilly Wealth Management, LLC Select Sector Spdr Fund Health Transaction History

Baker Tilly Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 10, 2024	SELL	$123.14 - $136.38 $32,632 - $36,140	-265 Reduced 8.5%	2,852 $388,000
Q3 2023 Oct 10, 2023	SELL	$128.74 - $136.24 $13,903 - $14,713	-108 Reduced 3.35%	3,117 $401,000
Q4 2022 Jan 26, 2023	SELL	$121.85 - $140.1 $2,558 - $2,942	-21 Reduced 0.65%	3,225 $0
Q3 2022 Oct 20, 2022	SELL	$121.11 - $134.29 $121,110 - $134,290	-1,000 Reduced 23.55%	3,246 $393,000
Q1 2022 Apr 27, 2022	SELL	$126.55 - $139.44 $268,918 - $296,310	-2,125 Reduced 33.35%	4,246 $582,000
Q4 2021 Feb 08, 2022	BUY	$125.34 - $141.49 $139,503 - $157,478	1,113 Added 21.17%	6,371 $898,000
Q3 2021 Nov 02, 2021	BUY	$127.07 - $136.85 $12,198 - $13,137	96 Added 1.86%	5,258 $669,000
Q2 2021 Jul 30, 2021	BUY	$116.39 - $126.03 $698 - $756	6 Added 0.12%	5,162 $650,000
Q1 2021 Apr 28, 2021	BUY	$110.8 - $118.5 $17,728 - $18,960	160 Added 3.2%	5,156 $602,000
Q4 2020 Feb 03, 2021	BUY	$101.66 - $113.44 $507,893 - $566,746	4,996 New	4,996 $567,000

1,943

203M

10.6M

16.4M

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