Castle Rock Wealth Management, LLC Invesco S&P 500 Equal Weight I Transaction History

Castle Rock Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 30, 2023	SELL	$170.92 - $187.52 $30,423 - $33,378	-178 Reduced 5.7%	2,943 $524,000
Q3 2022 Oct 13, 2022	SELL	N/A	-239 Reduced 7.11%	3,121 $498,000
Q2 2022 Jul 13, 2022	SELL	N/A	-164 Reduced 4.65%	3,360 $551,000
Q4 2021 Feb 02, 2022	BUY	N/A	166 Added 4.94%	3,524 $655,000
Q3 2021 Nov 12, 2021	BUY	N/A	3,358 New	3,358 $669,000

141

8.37M

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