Financial Advocates Investment Management Invesco S&P 500 Equal Weight M Transaction History

Financial Advocates Investment Management

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	BUY	$152.58 - $177.31 $152 - $177	1 Added 0.05%	2,020 $328,000
Q4 2022 Feb 14, 2023	SELL	$153.84 - $172.3 $3,076 - $3,446	-20 Reduced 0.98%	2,019 $320,000
Q3 2022 Nov 14, 2022	BUY	$143.48 - $173.67 $860 - $1,042	6 Added 0.3%	2,039 $291,000
Q2 2022 Aug 12, 2022	SELL	$153.51 - $190.46 $97,632 - $121,132	-636 Reduced 23.83%	2,033 $315,000
Q1 2022 May 11, 2022	SELL	$167.97 - $187.68 $1.84 Million - $2.05 Million	-10,925 Reduced 80.37%	2,669 $476,000
Q4 2021 Feb 14, 2022	BUY	$162.45 - $180.07 $1.84 Million - $2.04 Million	11,302 Added 493.11%	13,594 $1.15 Million
Q3 2021 Nov 04, 2021	SELL	$156.98 - $173.15 $3,924 - $4,328	-25 Reduced 1.08%	2,292 $366,000
Q2 2021 Aug 03, 2021	SELL	$156.44 - $177.38 $335,094 - $379,947	-2,142 Reduced 48.04%	2,317 $381,000
Q1 2021 May 10, 2021	SELL	$137.87 - $157.3 $965 - $1,101	-7 Reduced 0.16%	4,459 $695,000
Q4 2020 Feb 12, 2021	SELL	$115.2 - $139.43 $11,404 - $13,803	-99 Reduced 2.17%	4,466 $623,000
Q3 2020 Nov 04, 2020	SELL	$100.96 - $123.12 $15,648 - $19,083	-155 Reduced 3.28%	4,565 $534,000
Q2 2020 Aug 14, 2020	BUY	$77.53 - $111.02 $365,941 - $524,014	4,720 New	4,720 $481,000
Q4 2018 Feb 14, 2019	SELL	$88.78 - $110.38 $17,756 - $22,076	-200 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$106.74 - $113.49 $21,348 - $22,698	200 New	200 $0

1.93M

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