Global Financial Private Client, LLC Invesco S&P Smallcap Value Wit Transaction History

Global Financial Private Client, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$49.34 - $55.91 $6,562 - $7,436	-133 Reduced 60.45%	87 $4.41 Million
Q3 2024 Oct 07, 2024	BUY	$51.3 - $59.04 $615 - $708	12 Added 5.77%	220 $12.1 Million
Q2 2024 Jul 29, 2024	BUY	$51.57 - $56.54 $876 - $961	17 Added 8.9%	208 $10.9 Million
Q1 2024 May 15, 2024	BUY	$50.53 - $56.94 $1,920 - $2,163	38 Added 24.84%	191 $10.8 Million
Q4 2023 May 15, 2024	BUY	$45.09 - $55.21 $6,898 - $8,447	153 New	153 $8.29 Million

137

6.99M

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