Financial Advocates Investment Management Invesco Iftse Rafi Dev Mkts Ex Transaction History

Financial Advocates Investment Management

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	SELL	$47.68 - $51.13 $583,650 - $625,882	-12,241 Reduced 67.63%	5,860 $285,000
Q1 2024 May 01, 2024	SELL	$45.74 - $49.71 $1.22 Million - $1.32 Million	-26,573 Reduced 59.48%	18,101 $898,000
Q4 2023 Feb 08, 2024	SELL	$41.6 - $47.48 $261,872 - $298,886	-6,295 Reduced 12.35%	44,674 $2.12 Million
Q3 2023 Oct 27, 2023	SELL	$43.37 - $46.68 $449,616 - $483,931	-10,367 Reduced 16.9%	50,969 $2.22 Million
Q2 2023 Aug 07, 2023	BUY	$43.24 - $46.12 $1.19 Million - $1.27 Million	27,495 Added 81.25%	61,336 $2.76 Million
Q1 2023 May 11, 2023	SELL	$41.83 - $45.62 $6,441 - $7,025	-154 Reduced 0.45%	33,841 $1.49 Million
Q4 2022 Feb 14, 2023	SELL	$35.1 - $42.48 $99,929 - $120,940	-2,847 Reduced 7.73%	33,995 $1.41 Million
Q3 2022 Nov 14, 2022	BUY	$35.01 - $41.89 $439,760 - $526,180	12,561 Added 51.73%	36,842 $1.55 Million
Q2 2022 Aug 12, 2022	SELL	$39.56 - $46.56 $484,807 - $570,592	-12,255 Reduced 33.54%	24,281 $966,000
Q1 2022 May 11, 2022	BUY	$42.52 - $49.42 $293,940 - $341,640	6,913 Added 23.34%	36,536 $1.69 Million
Q4 2021 Feb 14, 2022	BUY	$45.52 - $48.97 $365,980 - $393,718	8,040 Added 37.25%	29,623 $1.4 Million
Q3 2021 Nov 04, 2021	BUY	$46.04 - $48.94 $977,429 - $1.04 Million	21,230 Added 6014.16%	21,583 $1.01 Million
Q4 2018 Feb 14, 2019	BUY	$36.29 - $43.34 $12,810 - $15,299	353 New	353 $13,000

202

27.4M

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