Epg Wealth Management LLC Spdr Portfolio S&P 1500 Compos Transaction History

Epg Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$60.69 - $66.83 $2,488 - $2,740	-41 Closed	0 $0
Q3 2023 Nov 13, 2023	SELL	$52.22 - $56.31 $2,245 - $2,421	-43 Reduced 51.19%	41 $2,000
Q2 2023 Aug 15, 2023	SELL	$49.75 - $54.44 $17,860 - $19,543	-359 Reduced 81.04%	84 $4,000
Q3 2022 Nov 15, 2022	BUY	$44.11 - $53.04 $19,540 - $23,496	443 New	443 $20,000
Q2 2022 Aug 15, 2022	SELL	$45.19 - $56.15 $39,993 - $49,692	-885 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$51.36 - $58.82 $22,701 - $25,998	442 Added 99.77%	885 $49,000
Q3 2021 Nov 15, 2021	BUY	$52.32 - $55.93 $23,177 - $24,776	443 New	443 $23,000

630

85M

949K

700

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