Kellett Schaffner Wealth Advisors LLC Select Sector Spdr Fund Health Transaction History

Kellett Schaffner Wealth Advisors LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$138.43 - $147.09 $5.86 Million - $6.23 Million	-42,329 Reduced 95.25%	2,112 $307,000
Q1 2024 Apr 26, 2024	BUY	$138.48 - $147.86 $597,125 - $637,572	4,312 Added 10.75%	44,441 $6.57 Million
Q4 2023 Jan 31, 2024	BUY	$123.14 - $136.38 $188,157 - $208,388	1,528 Added 3.96%	40,129 $5.47 Million
Q3 2023 Nov 06, 2023	BUY	$128.74 - $136.24 $323,781 - $342,643	2,515 Added 6.97%	38,601 $4.97 Million
Q2 2023 Aug 07, 2023	BUY	$126.74 - $135.66 $18,250 - $19,535	144 Added 0.4%	36,086 $4.79 Million
Q1 2023 May 04, 2023	BUY	$124.15 - $135.82 $69,648 - $76,195	561 Added 1.59%	35,942 $4.65 Million
Q4 2022 Feb 02, 2023	BUY	$121.85 - $140.1 $4.31 Million - $4.96 Million	35,381 New	35,381 $4.81 Million

1,941

203M

10.6M

16.4M

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