Empirical Financial Services, LLC D.B.A. Empirical Wealth Management INVESCO EXCH TRD SLF IDX FD Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

  • $3.31 Billion
  • Q1 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Feb 14, 2022
SELL
N/A
-23,657 Closed
0 $0
Q3 2021

Nov 02, 2021
SELL
N/A
-1,007 Reduced 4.08%
23,657 $544,000
Q2 2021

Aug 12, 2021
BUY
N/A
6,944 Added 39.19%
24,664 $568,000
Q1 2021

May 17, 2021
SELL
N/A
-6,399 Reduced 26.53%
17,720 $409,000
Q4 2020

Feb 12, 2021
BUY
N/A
475 Added 2.01%
24,119 $557,000
Q3 2020

Nov 12, 2020
SELL
N/A
-141 Reduced 0.59%
23,644 $542,000
Q2 2020

Aug 12, 2020
SELL
N/A
-1,085 Reduced 4.36%
23,785 $540,000
Q1 2020

May 11, 2020
SELL
N/A
-1,953 Reduced 7.28%
24,870 $551,000
Q4 2019

Feb 13, 2020
SELL
N/A
-75 Reduced 0.28%
26,823 $662,000
Q3 2019

Nov 13, 2019
BUY
N/A
146 Added 0.55%
26,898 $662,000
Q2 2019

Aug 12, 2019
SELL
N/A
-4,361 Reduced 14.02%
26,752 $661,000
Q1 2019

May 13, 2019
SELL
N/A
-1,615 Reduced 4.93%
31,113 $769,000
Q4 2018

Feb 13, 2019
SELL
N/A
-1,822 Reduced 5.27%
32,728 $774,000
Q3 2018

Nov 13, 2018
BUY
N/A
98 Added 0.28%
34,550 $856,000
Q2 2018

Aug 13, 2018
BUY
N/A
34,452 New
34,452 $848,000
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