Executive Wealth Management, LLC Spdr Nuveen Bloomberg High Yie Transaction History

Executive Wealth Management, LLC

$1.15 Billion
Q4 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$24.95 - $25.69 $92,714 - $95,464	3,716 Added 3.48%	110,427 $2.84 Million
Q4 2023 Jan 26, 2024	BUY	$23.09 - $25.41 $294,997 - $324,638	12,776 Added 13.6%	106,711 $2.7 Million
Q3 2023 Nov 07, 2023	BUY	$23.58 - $25.22 $183,924 - $196,716	7,800 Added 9.06%	93,935 $2.24 Million
Q2 2023 Aug 02, 2023	BUY	$24.33 - $25.33 $303,979 - $316,473	12,494 Added 16.97%	86,135 $2.15 Million
Q1 2023 May 11, 2023	BUY	$24.5 - $50.38 $959,052 - $1.97 Million	39,145 Added 113.48%	73,641 $1.84 Million
Q4 2022 Feb 13, 2023	BUY	$23.44 - $50.65 $769,464 - $1.66 Million	32,827 Added 1966.87%	34,496 $1.69 Million
Q3 2022 Nov 10, 2022	SELL	$23.96 - $26.61 $780,688 - $867,033	-32,583 Reduced 95.13%	1,669 $1.67 Million
Q2 2022 Jul 26, 2022	SELL	$24.46 - $27.54 $84,558 - $95,205	-3,457 Reduced 9.17%	34,252 $1.76 Million
Q1 2022 Apr 13, 2022	SELL	$27.51 - $30.04 $685,081 - $748,086	-24,903 Reduced 39.77%	37,709 $2.08 Million
Q4 2021 Feb 03, 2022	BUY	$29.68 - $30.1 $1.86 Million - $1.88 Million	62,612 New	62,612 $0

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