Capital Advisors Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Capital Advisors Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 11, 2023	SELL	$60.28 - $64.24 $112,663 - $120,064	-1,869 Reduced 29.38%	4,493 $282,000
Q1 2023 Apr 14, 2023	SELL	$59.48 - $65.02 $76,491 - $83,615	-1,286 Reduced 16.81%	6,362 $396,000
Q4 2022 Feb 09, 2023	BUY	$56.92 - $65.36 $24,418 - $28,039	429 Added 5.94%	7,648 $488,000
Q3 2022 Nov 14, 2022	SELL	$57.83 - $67.03 $61,762 - $71,588	-1,068 Reduced 12.89%	7,219 $417,000
Q2 2022 Aug 04, 2022	BUY	$58.54 - $69.42 $143,540 - $170,217	2,452 Added 42.02%	8,287 $514,000
Q1 2022 May 09, 2022	BUY	$62.23 - $68.01 $4,356 - $4,760	70 Added 1.21%	5,835 $391,000
Q4 2021 Feb 04, 2022	BUY	$61.08 - $68.63 $8,123 - $9,127	133 Added 2.36%	5,765 $396,000
Q3 2021 Nov 12, 2021	BUY	$60.84 - $64.67 $973 - $1,034	16 Added 0.28%	5,632 $343,000
Q2 2021 Aug 13, 2021	BUY	$58.35 - $61.95 $17,621 - $18,708	302 Added 5.68%	5,616 $342,000
Q1 2021 Apr 20, 2021	BUY	$53.92 - $58.74 $286,530 - $312,144	5,314 New	5,314 $309,000

769

65.3M

24.8K

320K

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