Avantax Planning Partners, Inc. Invesco ETF Tr Ii S&P 500 Low Transaction History

Avantax Planning Partners, Inc.

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 03, 2023	BUY	$58.79 - $64.1 $1,234 - $1,346	21 Added 0.61%	3,490 $205,000
Q2 2023 Jul 17, 2023	SELL	$60.28 - $64.24 $59,978 - $63,918	-995 Reduced 22.29%	3,469 $217,000
Q1 2023 Apr 20, 2023	SELL	$59.48 - $65.02 $5,948 - $6,502	-100 Reduced 2.19%	4,464 $278,000
Q4 2022 Feb 09, 2023	BUY	$56.92 - $65.36 $5,692 - $6,536	100 Added 2.24%	4,564 $291,000
Q3 2022 Oct 14, 2022	BUY	$57.83 - $67.03 $3,354 - $3,887	58 Added 1.32%	4,464 $258,000
Q4 2021 Jan 28, 2022	BUY	$61.08 - $68.63 $269,118 - $302,383	4,406 New	4,406 $302,000
Q4 2018 Feb 14, 2019	SELL	$44.55 - $50.45 $160,558 - $181,821	-3,604 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$47.48 - $50.4 $171,117 - $181,641	3,604 New	3,604 $178,000

769

65.3M

24.8K

320K

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