Coastal Investment Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History

Coastal Investment Advisors, Inc.

$234 Million
Q4 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 1,415 shares of XLG stock, worth $71,599. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,415

Previous 4,762 70.29%

Holding current value

$71,599

Previous $226,000 69.03%

% of portfolio

0.03%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	SELL	$46.94 - $51.62 $157,108 - $172,772	-3,347 Reduced 70.29%	1,415 $70,000
Q3 2024 Oct 29, 2024	SELL	$42.54 - $47.97 $3,147 - $3,549	-74 Reduced 1.53%	4,762 $226,000
Q2 2024 Jul 15, 2024	BUY	$39.84 - $46.12 $184,658 - $213,766	4,635 Added 2305.97%	4,836 $221,000
Q1 2024 Apr 19, 2024	BUY	$37.01 - $42.29 $7,439 - $8,500	201 New	201 $8,000
Q2 2023 Aug 09, 2023	BUY	$308.25 - $349.73 $13,871 - $15,737	45 New	45 $15,000
Q3 2022 Oct 27, 2022	BUY	$26.92 - $327.14 $1,211 - $14,721	45 New	45 $12,000
Q1 2020 Apr 23, 2020	SELL	$171.98 - $248.68 $7,739 - $11,190	-45 Closed	0 $0
Q1 2019 May 15, 2019	BUY	$175.28 - $204.99 $7,887 - $9,224	45 New	45 $9,000

Others Institutions Holding XLG

# of Institutions

465

Shares Held

77.8M

Call Options Held

36.7K

Put Options Held

27.5K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

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Coastal Investment Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History