Arkadios Wealth Advisors Invesco S&P 500 Equal Weight I Transaction History

Arkadios Wealth Advisors

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 26, 2023	SELL	$0.0 - $204.5 $0 - $94,070	-460 Reduced 26.84%	1,254 $256,000
Q1 2023 May 02, 2023	BUY	$178.42 - $195.63 $20,696 - $22,693	116 Added 7.26%	1,714 $321,000
Q4 2022 Jan 11, 2023	SELL	$170.92 - $187.52 $92,638 - $101,635	-542 Reduced 25.33%	1,598 $0
Q3 2022 Oct 21, 2022	SELL	N/A	-1,432 Reduced 40.09%	2,140 $332,000
Q2 2022 Jul 14, 2022	SELL	N/A	-438 Reduced 10.92%	3,572 $573,000
Q1 2022 May 02, 2022	BUY	N/A	4,010 New	4,010 $756,000
Q4 2021 Feb 03, 2022	SELL	N/A	-33 Closed	0 $0
Q1 2021 Apr 26, 2021	BUY	N/A	33 New	33 $5,000

141

8.36M

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