Surevest, LLC Spdr S&P 600 Small Cap Value E Transaction History

Surevest, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Feb 11, 2022	BUY	$80.48 - $90.28 $19,717 - $22,118	245 New	245 $21,000
Q1 2020 Apr 16, 2020	SELL	$35.74 - $66.24 $652,755 - $1.21 Million	-18,264 Closed	0 $0
Q4 2019 Jan 14, 2020	SELL	$58.81 - $66.14 $47,694 - $53,639	-811 Reduced 4.25%	18,264 $1.2 Million
Q3 2019 Oct 15, 2019	BUY	$60.53 - $63.24 $63,859 - $66,718	1,055 Added 5.85%	19,075 $1.17 Million
Q2 2019 Jul 10, 2019	BUY	N/A	7,777 Added 75.93%	18,020 $1.09 Million
Q1 2019 Apr 09, 2019	BUY	N/A	5,207 Added 103.4%	10,243 $618,000
Q4 2018 Feb 20, 2019	BUY	N/A	5,036 New	5,036 $271,000

593

31.1M

800

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