Geneos Wealth Management Inc. Invesco ETF Tr Ii Taxable Mun Transaction History

Geneos Wealth Management Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	BUY	$25.2 - $26.75 $3,276 - $3,477	130 New	130 $3,000
Q2 2021 Jul 08, 2021	SELL	$32.17 - $33.28 $25,800 - $26,690	-802 Reduced 16.7%	4,000 $132,000
Q4 2020 May 19, 2021	BUY	$32.53 - $33.53 $26,089 - $26,891	802 Added 20.05%	4,802 $128,000
Q3 2019 Sep 07, 2021	SELL	$31.2 - $33.08 $6,864 - $7,277	-220 Reduced 5.21%	4,000 $129,000
Q3 2018 Sep 07, 2021	SELL	$28.98 - $29.7 $426,643 - $437,243	-14,722 Reduced 77.72%	4,220 $122,000
Q2 2018 Sep 07, 2021	BUY	$29.28 - $30.12 $554,621 - $570,533	18,942 New	18,942 $560,000

205

24.4M

83.9K

15.7K

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