Beacon Pointe Advisors, LLC Invesco ETF Tr Ii S&P Global W Transaction History

Beacon Pointe Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$48.28 - $51.93 $29,547 - $31,781	612 Added 13.09%	5,288 $271,000
Q1 2023 May 12, 2023	BUY	$46.82 - $51.45 $218,930 - $240,580	4,676 New	4,676 $233,000
Q2 2022 Aug 11, 2022	SELL	$42.34 - $53.04 $241,083 - $302,009	-5,694 Closed	0 $0
Q1 2022 May 17, 2022	BUY	$49.1 - $60.21 $59,656 - $73,155	1,215 Added 27.13%	5,694 $298,000
Q3 2021 Nov 15, 2021	SELL	$53.85 - $60.56 $915 - $1,029	-17 Reduced 0.38%	4,479 $250,000
Q2 2021 Aug 17, 2021	SELL	$49.72 - $54.7 $36,345 - $39,985	-731 Reduced 13.99%	4,496 $241,000
Q1 2021 May 18, 2021	BUY	$46.56 - $49.33 $243,369 - $257,847	5,227 New	5,227 $257,000

200

6.52M

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