Bell & Brown Wealth Advisors, LLC Spdr S&P 500 ETF Trust Transaction History

Bell & Brown Wealth Advisors, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 22, 2022	SELL	$365.86 - $456.8 $174,881 - $218,350	-478 Closed	0 $0
Q1 2022 May 02, 2022	BUY	$416.25 - $477.71 $9,573 - $10,987	23 Added 5.05%	478 $216,000
Q4 2021 Feb 10, 2022	SELL	$428.64 - $477.48 $38,577 - $42,973	-90 Reduced 16.51%	455 $208,000
Q3 2021 Nov 12, 2021	SELL	$424.97 - $453.19 $50,996 - $54,382	-120 Reduced 18.05%	545 $234,000
Q3 2020 Oct 23, 2020	BUY	$310.52 - $357.7 $1,552 - $1,788	5 Added 0.76%	665 $228,000
Q2 2020 Aug 07, 2020	BUY	$246.15 - $323.2 $162,459 - $213,312	660 New	660 $219,000
Q1 2020 May 11, 2020	SELL	$222.95 - $338.34 $156,065 - $236,837	-700 Closed	0 $0
Q4 2019 Jan 17, 2020	SELL	$288.06 - $322.94 $6,625 - $7,427	-23 Reduced 3.18%	700 $230,000
Q1 2019 May 13, 2019	SELL	$244.21 - $284.73 $225,405 - $262,805	-923 Reduced 56.08%	723 $204,000
Q4 2018 Feb 07, 2019	BUY	$234.34 - $291.73 $385,723 - $480,187	1,646 New	1,646 $411,000
Q3 2018 Nov 13, 2018	SELL	$270.9 - $293.58 $227,555 - $246,607	-840 Closed	0 $0
Q2 2018 Jul 31, 2018	BUY	$257.47 - $278.92 $216,274 - $234,292	840 New	840 $228,000
Q1 2018 May 02, 2018	SELL	$257.63 - $286.58 $192,707 - $214,361	-748 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$252.32 - $268.2 $188,735 - $200,613	748	748 $200,000

4,500

573M

272M

392M

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