Curated Wealth Partners LLC Invesco S&P 500 Equal Weight E Transaction History

Curated Wealth Partners LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 08, 2024	SELL	$133.66 - $158.41 $3.93 Million - $4.66 Million	-29,402 Reduced 46.29%	34,115 $5.38 Million
Q3 2023 Oct 23, 2023	SELL	$141.04 - $155.0 $855,830 - $940,540	-6,068 Reduced 8.72%	63,517 $9 Million
Q2 2023 Jul 10, 2023	BUY	$139.61 - $149.64 $192,522 - $206,353	1,379 Added 2.02%	69,585 $10.4 Million
Q1 2023 Apr 27, 2023	BUY	$137.35 - $154.96 $6.61 Million - $7.46 Million	48,143 Added 239.96%	68,206 $9.86 Million
Q4 2022 Jan 30, 2023	BUY	$128.02 - $149.03 $2.57 Million - $2.99 Million	20,063 New	20,063 $2.83 Million

1,828

231M

2.45M

9.88M

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