Cabot Wealth Management Inc INVESCO EXCH TRD SLF IDX FD Transaction History

Cabot Wealth Management Inc

  • $782 Million
  • Q4 2024

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2020

Nov 05, 2020
SELL
N/A
-11,578 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
N/A
-20 Reduced 0.17%
11,578 $246,000
Q1 2020

Apr 23, 2020
SELL
N/A
-3,044 Reduced 20.79%
11,598 $244,000
Q4 2019

Feb 12, 2020
SELL
N/A
-1,042 Reduced 6.64%
14,642 $312,000
Q3 2019

Oct 31, 2019
SELL
N/A
-518 Reduced 3.2%
15,684 $334,000
Q2 2019

Aug 06, 2019
BUY
N/A
604 Added 3.87%
16,202 $344,000
Q1 2019

May 13, 2019
BUY
N/A
634 Added 4.24%
15,598 $331,000
Q4 2018

Feb 12, 2019
BUY
N/A
14,964 New
14,964 $315,000
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