Waterway Wealth Management, LLC Utilities Sector Spdr Transaction History

Waterway Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	BUY	$74.7 - $80.27 $173,453 - $186,386	2,322 Added 17.65%	15,477 $1.22 Billion
Q4 2024 Feb 05, 2025	SELL	$74.89 - $82.93 $140,493 - $155,576	-1,876 Reduced 12.48%	13,155 $996 Million
Q3 2024 Oct 21, 2024	BUY	$67.67 - $80.78 $291,590 - $348,081	4,309 Added 40.19%	15,031 $1.21 Billion
Q2 2024 Jul 25, 2024	BUY	$62.77 - $72.87 $255,222 - $296,289	4,066 Added 61.09%	10,722 $731 Million
Q1 2024 Apr 18, 2024	SELL	$59.95 - $65.65 $14,328 - $15,690	-239 Reduced 3.47%	6,656 $437 Million

Q4 2023 Jan 17, 2024	BUY	$56.19 - $65.96 $387,430 - $454,794	6,895 New	6,895 $437 Million

1,680

163M

14.8M

30.1M

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