Richardson Financial Services Inc. Invesco Floating Rate ESG Y Transaction History

Richardson Financial Services Inc.

  • $131 Billion
  • Q1 2025
Number of Shares
1,698
Previous 1,660 2.29%
Holding current value
$11.1 Million
Previous $11.1 Million 0.26%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
N/A
38 Added 2.29%
1,698 $11.1 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-1,026 Reduced 38.2%
1,660 $11.1 Million
Q3 2024

Oct 24, 2024
BUY
N/A
1,622 Added 152.44%
2,686 $18.1 Million
Q2 2024

Aug 12, 2024
BUY
N/A
25 Added 2.41%
1,064 $7.18 Million
Q1 2024

May 03, 2024
BUY
N/A
1,039 New
1,039 $7.07 Million
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