Brandywine Oak Private Wealth LLC Utilities Sector Spdr Transaction History

Brandywine Oak Private Wealth LLC

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$64.34 - $69.97 $2,637 - $2,868	-41 Reduced 1.3%	3,111 $203,000
Q1 2023 May 10, 2023	BUY	$63.7 - $72.08 $1,401 - $1,585	22 Added 0.7%	3,152 $213,000
Q4 2022 Feb 06, 2023	SELL	$61.52 - $72.67 $1,230 - $1,453	-20 Reduced 0.63%	3,130 $220,000
Q3 2022 Nov 10, 2022	BUY	$65.51 - $78.12 $15,001 - $17,889	229 Added 7.84%	3,150 $206,000
Q2 2022 Jul 22, 2022	BUY	$64.87 - $76.96 $35,613 - $42,251	549 Added 23.15%	2,921 $204,000
Q1 2022 May 02, 2022	BUY	$65.03 - $74.54 $154,251 - $176,808	2,372 New	2,372 $202,000
Q3 2021 Oct 18, 2021	SELL	$63.56 - $70.07 $354,791 - $391,130	-5,582 Closed	0 $0
Q2 2021 Aug 09, 2021	BUY	$63.23 - $67.72 $13,910 - $14,898	220 Added 4.1%	5,582 $352,000
Q1 2021 May 06, 2021	SELL	$58.36 - $64.15 $9,629 - $10,584	-165 Reduced 2.99%	5,362 $343,000
Q4 2020 Feb 08, 2021	BUY	$59.98 - $66.76 $331,509 - $368,982	5,527 New	5,527 $346,000
Q1 2019 May 09, 2019	SELL	N/A	-838 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	N/A	838 New	838 $42,000

1,486

168M

13.1M

41.1M

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