Ep Wealth Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Ep Wealth Advisors, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 24, 2021	SELL	N/A	-9,546 Closed	0 $0
Q4 2020 Feb 18, 2021	SELL	N/A	-730 Reduced 7.1%	9,546 $202,000
Q3 2020 Nov 17, 2020	BUY	N/A	10,276 New	10,276 $219,000
Q2 2020 Aug 14, 2020	SELL	N/A	-11,701 Closed	0 $250,000
Q1 2020 May 18, 2020	SELL	N/A	-1,360 Reduced 10.41%	11,701 $245,000
Q4 2019 Feb 14, 2020	SELL	N/A	-1,227 Reduced 8.59%	13,061 $277,000
Q3 2019 Nov 18, 2019	BUY	N/A	1,227 Added 9.39%	14,288 $304,000
Q2 2019 Aug 27, 2019	BUY	N/A	13,061 New	13,061 $277,000
Q1 2019 May 20, 2019	SELL	N/A	-14,936 Closed	0 $0
Q4 2018 Feb 19, 2019	BUY	N/A	14,936 New	14,936 $310,000

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