Creative One Wealth, LLC Invesco S&P Smallcap Value Wit Transaction History

Creative One Wealth, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 14, 2023	BUY	$42.21 - $50.23 $1,983 - $2,360	47 Added 0.82%	5,752 $263,000
Q3 2022 Nov 14, 2022	SELL	$41.2 - $51.05 $126,854 - $157,182	-3,079 Reduced 35.05%	5,705 $235,000
Q2 2022 Aug 12, 2022	BUY	$44.09 - $54.47 $37,344 - $46,136	847 Added 10.67%	8,784 $390,000
Q1 2022 May 13, 2022	BUY	$50.74 - $55.63 $14,156 - $15,520	279 Added 3.64%	7,937 $428,000
Q4 2021 Feb 15, 2022	BUY	$50.26 - $56.67 $20,254 - $22,838	403 Added 5.55%	7,658 $413,000
Q3 2021 Nov 16, 2021	BUY	$46.5 - $51.75 $5,487 - $6,106	118 Added 1.65%	7,255 $365,000
Q2 2021 Aug 13, 2021	BUY	$46.86 - $55.21 $334,439 - $394,033	7,137 New	7,137 $362,000

142

9.34M

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