Drive Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Drive Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	SELL	$76.01 - $82.53 $5,396 - $5,859	-71 Reduced 1.91%	3,644 $285,000
Q1 2024 Apr 22, 2024	SELL	$77.43 - $82.98 $62,795 - $67,296	-811 Reduced 17.92%	3,715 $308,000
Q4 2023 Jan 22, 2024	SELL	$66.67 - $84.55 $185,475 - $235,218	-2,782 Reduced 38.07%	4,526 $377,000
Q3 2023 Oct 10, 2023	SELL	$71.19 - $81.84 $90,980 - $104,591	-1,278 Reduced 14.88%	7,308 $528,000
Q2 2023 Jul 14, 2023	SELL	$71.23 - $78.02 $103,782 - $113,675	-1,457 Reduced 14.51%	8,586 $662,000
Q1 2023 Apr 13, 2023	SELL	$72.3 - $86.64 $6,145 - $7,364	-85 Reduced 0.84%	10,043 $765,000
Q4 2022 Jan 27, 2023	BUY	$68.86 - $79.8 $697,414 - $808,214	10,128 New	10,128 $0

591

31.3M

800

Get notified when there are updates to the investment portfolio of Drive Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Drive Wealth Management, LLC with notifications on news.