Axxcess Wealth Management, LLC Invesco ETF Tr Ii Sr Ln ETF Transaction History

Axxcess Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	BUY	$21.0 - $21.22 $3,318 - $3,352	158 Added 1.47%	10,914 $229,000
Q1 2024 May 14, 2024	BUY	$21.01 - $21.23 $225,983 - $228,349	10,756 New	10,756 $227,000
Q3 2023 Nov 14, 2023	BUY	$20.93 - $21.27 $205,930 - $209,275	9,839 Added 73.71%	23,188 $486,000
Q2 2023 Aug 08, 2023	BUY	$20.56 - $21.04 $274,455 - $280,862	13,349 New	13,349 $280,000
Q2 2022 Aug 11, 2022	SELL	$20.27 - $21.94 $503,993 - $545,516	-24,864 Closed	0 $0
Q1 2022 Aug 11, 2022	SELL	$21.31 - $22.2 $216,403 - $225,441	-10,155 Reduced 29.0%	24,864 $541,000
Q4 2021 Aug 11, 2022	BUY	$21.8 - $22.18 $763,414 - $776,721	35,019 New	35,019 $774,000

522

275M

65.1K

1.31M

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