Circle Wealth Management, LLC Spdr S&P Bank ETF Transaction History

Circle Wealth Management, LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2019 Feb 24, 2020	SELL	$41.05 - $48.02 $269,288 - $315,011	-6,560 Closed	0 $0
Q3 2019 Nov 15, 2019	BUY	$42.71 - $44.45 $1,708 - $1,778	40 Added 0.61%	6,560 $283,000
Q2 2019 Aug 14, 2019	BUY	N/A	44 Added 0.68%	6,520 $283,000
Q3 2018 Nov 14, 2018	BUY	N/A	31 Added 0.48%	6,476 $302,000
Q2 2018 Aug 15, 2018	BUY	N/A	22 Added 0.34%	6,445 $304,000
Q1 2018 May 15, 2018	BUY	N/A	21 Added 0.33%	6,423 $308,000
Q4 2017 Feb 14, 2018	BUY	N/A	28 Added 0.44%	6,402 $303,000
Q3 2017 Nov 14, 2017	BUY	N/A	6,374	6,374 $287,000

255

14.1M

721K

1.26M

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