Avantax Planning Partners, Inc. Invesco S&P Smallcap Informati Transaction History

Avantax Planning Partners, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2021 Jan 28, 2022	BUY	$138.0 - $156.0 $750,858 - $848,796	5,441 New	5,441 $318,000
Q4 2019 Jan 15, 2020	SELL	$83.52 - $96.5 $297,999 - $344,312	-3,568 Closed	0 $0
Q1 2019 May 08, 2019	BUY	$66.57 - $84.33 $24,697 - $31,286	371 Added 11.6%	3,568 $286,000
Q4 2018 Feb 14, 2019	SELL	$64.05 - $83.16 $33,113 - $42,993	-517 Reduced 13.92%	3,197 $221,000
Q3 2018 Nov 13, 2018	BUY	$83.47 - $89.71 $52,085 - $55,979	624 Added 20.19%	3,714 $312,000
Q2 2018 Aug 13, 2018	BUY	$75.33 - $86.25 $232,769 - $266,512	3,090 New	3,090 $254,000

103

1.9M

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