Avitas Wealth Management LLC Invesco ETF Tr S&P 500 Equal W Transaction History

Avitas Wealth Management LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 28, 2022	SELL	$125.7 - $158.38 $376,597 - $474,506	-2,996 Closed	0 $0
Q4 2021 Jan 26, 2022	SELL	$145.22 - $160.55 $4,647 - $5,137	-32 Reduced 1.06%	2,996 $469,000
Q3 2021 Oct 28, 2021	SELL	$140.21 - $151.53 $2,804 - $3,030	-20 Reduced 0.66%	3,028 $437,000
Q2 2021 Jul 12, 2021	BUY	$141.9 - $151.95 $6,101 - $6,533	43 Added 1.43%	3,048 $452,000
Q1 2021 May 13, 2021	BUY	$120.39 - $143.51 $101,970 - $121,552	847 Added 39.25%	3,005 $424,000
Q4 2020 Feb 26, 2021	BUY	$102.17 - $122.71 $220,482 - $264,808	2,158 New	2,158 $264,000

4.45M

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