Baker Tilly Wealth Management, LLC Invesco Act Mge Et Cmdt Fd Tr Transaction History

Baker Tilly Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 12, 2023	BUY	$13.58 - $15.17 $97,653 - $109,087	7,191 Added 41.07%	24,700 $351,000
Q4 2022 Jan 26, 2023	SELL	$14.35 - $17.95 $78,881 - $98,671	-5,497 Reduced 23.89%	17,509 $0
Q3 2022 Oct 20, 2022	SELL	N/A	-59,850 Reduced 72.23%	23,006 $372,000
Q2 2022 Jul 28, 2022	SELL	N/A	-26,990 Reduced 24.57%	82,856 $1.5 Million
Q1 2022 Apr 27, 2022	BUY	N/A	109,846 New	109,846 $1.94 Million

Q4 2021 Feb 08, 2022	SELL	N/A	-33,800 Closed	0 $0
Q3 2021 Nov 02, 2021	SELL	N/A	-27,719 Reduced 45.06%	33,800 $711,000
Q2 2021 Jul 30, 2021	BUY	N/A	2,254 Added 3.8%	61,519 $1.24 Million
Q1 2021 Apr 28, 2021	BUY	N/A	27,639 Added 87.39%	59,265 $1.02 Million
Q4 2020 Feb 03, 2021	BUY	N/A	31,626 New	31,626 $483,000

433

280M

101K

2.1K

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.