Palumbo Wealth Management LLC Select Sector Spdr Tr Real Est Transaction History

Palumbo Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$37.08 - $42.26 $129,446 - $147,529	-3,491 Reduced 4.09%	81,941 $3.39 Million
Q1 2025 Apr 22, 2025	BUY	$39.18 - $43.52 $123,299 - $136,957	3,147 Added 3.82%	85,432 $3.58 Million
Q4 2024 Jan 30, 2025	BUY	$40.06 - $45.21 $118,898 - $134,183	2,968 Added 3.74%	82,285 $3.35 Million
Q3 2024 Oct 28, 2024	SELL	$38.04 - $45.36 $266 - $317	-7 Reduced 0.01%	79,317 $3.54 Million
Q2 2024 Aug 02, 2024	BUY	$35.73 - $39.2 $783,666 - $859,773	21,933 Added 38.22%	79,324 $3.05 Million

Q1 2024 Apr 15, 2024	BUY	$37.55 - $40.43 $2.16 Million - $2.32 Million	57,391 New	57,391 $2.27 Million

840

152M

490K

2.31M

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

Stay updated on Palumbo Wealth Management LLC with notifications on news.