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

2.02M

Get notified when there are updates to the investment portfolio of Financial Advocates Investment Management, based on Form 13F filings with the SEC.

Stay updated on Financial Advocates Investment Management with notifications on news.