Bok Financial Private Wealth, Inc. Invesco ETF Tr Ii S&P 500 High Transaction History

Bok Financial Private Wealth, Inc.

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 13, 2023	SELL	$39.08 - $42.63 $143,697 - $156,750	-3,677 Reduced 78.45%	1,010 $39,000
Q3 2022 Nov 07, 2022	SELL	$39.11 - $47.13 $659,277 - $794,470	-16,857 Reduced 78.24%	4,687 $183,000
Q3 2022 Nov 04, 2022	BUY	$39.11 - $47.13 $659,277 - $794,470	16,857 Added 359.65%	21,544 $918,000
Q4 2021 Feb 15, 2022	SELL	$41.55 - $45.28 $700,408 - $763,284	-16,857 Reduced 78.24%	4,687 $212,000
Q3 2021 Nov 09, 2021	BUY	$42.3 - $44.68 $713,051 - $753,170	16,857 Added 359.65%	21,544 $918,000
Q1 2021 May 12, 2021	BUY	$37.05 - $43.11 $173,653 - $202,056	4,687 New	4,687 $201,000
Q2 2020 Aug 13, 2020	SELL	$28.26 - $37.71 $349,321 - $466,133	-12,361 Closed	0 $0
Q1 2020 May 07, 2020	SELL	$25.66 - $44.35 $235,635 - $407,266	-9,183 Reduced 42.62%	12,361 $371,000
Q3 2019 Nov 08, 2019	SELL	$39.61 - $43.02 $58,107 - $63,110	-1,467 Reduced 6.38%	21,544 $918,000
Q2 2019 Aug 01, 2019	BUY	$39.89 - $43.31 $58,518 - $63,535	1,467 Added 6.81%	23,011 $0
Q1 2019 Apr 30, 2019	SELL	$37.85 - $42.55 $89,174 - $100,247	-2,356 Reduced 9.86%	21,544 $915,000
Q2 2018 Aug 08, 2018	BUY	$38.79 - $41.05 $927,081 - $981,094	23,900 New	23,900 $981,000

382

24M

33.3K

21.3K

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