Spartan Planning & Wealth Management Spdr Portfolio Transaction History

Spartan Planning & Wealth Management

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Mar 12, 2024	BUY	$40.76 - $49.2 $9,578 - $11,562	235 Added 8.19%	3,103 $151,000
Q3 2023 Nov 17, 2023	BUY	$43.23 - $47.8 $67,871 - $75,046	1,570 Added 120.96%	2,868 $125,000
Q4 2022 Feb 01, 2023	SELL	$39.32 - $45.21 $4,325 - $4,973	-110 Reduced 7.81%	1,298 $55,000
Q3 2022 Nov 01, 2022	SELL	$38.55 - $46.17 $424 - $507	-11 Reduced 0.78%	1,408 $54,000
Q2 2022 Aug 10, 2022	SELL	$38.67 - $47.45 $78,229 - $95,991	-2,023 Reduced 58.77%	1,419 $56,000
Q1 2022 May 16, 2022	BUY	$44.15 - $50.14 $151,964 - $172,581	3,442 New	3,442 $0

734

206M

2.1K

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

Stay updated on Spartan Planning & Wealth Management with notifications on news.