Gradient Investments LLC Invesco S&P 500 Equal Weight I Transaction History

Gradient Investments LLC

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 18, 2024	SELL	$36.1 - $43.21 $3,971 - $4,753	-110 Reduced 30.47%	251 $10,000
Q3 2023 Oct 27, 2023	BUY	$37.94 - $207.84 $10,737 - $58,818	283 Added 362.82%	361 $13,000
Q2 2023 Jul 11, 2023	SELL	$0.0 - $204.5 $0 - $8,180	-40 Reduced 33.9%	78 $15,000
Q1 2023 Apr 17, 2023	SELL	$178.42 - $195.63 $53,525 - $58,689	-300 Reduced 71.77%	118 $22,000
Q4 2022 Jan 10, 2023	SELL	$170.92 - $187.52 $9,400 - $10,313	-55 Reduced 11.63%	418 $0
Q3 2022 Oct 14, 2022	SELL	N/A	-267,542 Reduced 99.82%	473 $73,000
Q2 2022 Jul 11, 2022	BUY	N/A	6,953 Added 2.66%	268,015 $43 Million
Q1 2022 May 26, 2022	BUY	N/A	43,997 Added 20.27%	261,062 $49.2 Million
Q4 2021 Jan 12, 2022	BUY	N/A	216,611 Added 47711.67%	217,065 $42.9 Million
Q3 2021 Oct 18, 2021	SELL	N/A	-643 Reduced 58.61%	454 $83,000
Q2 2021 Jul 12, 2021	SELL	N/A	-185 Reduced 14.43%	1,097 $205,000
Q1 2021 Apr 21, 2021	SELL	N/A	-351,137 Reduced 99.64%	1,282 $228,000
Q4 2020 Jan 08, 2021	SELL	N/A	-2,487 Reduced 0.7%	352,419 $47.5 Million
Q3 2020 Oct 06, 2020	SELL	N/A	-4,522 Reduced 1.26%	354,906 $47.8 Million
Q2 2020 Jul 10, 2020	BUY	N/A	359,381 Added 764640.44%	359,428 $43.1 Million
Q1 2020 Apr 07, 2020	SELL	N/A	-4,050 Reduced 98.85%	47 $5,000
Q4 2019 Jan 15, 2020	SELL	N/A	-197 Reduced 4.59%	4,097 $556,000
Q3 2019 Oct 10, 2019	SELL	N/A	-96 Reduced 2.19%	4,294 $543,000
Q2 2019 Jul 16, 2019	SELL	N/A	-329,344 Reduced 98.68%	4,390 $553,000
Q1 2019 Apr 11, 2019	BUY	N/A	333,734 New	333,734 $40.1 Million

141

8.37M

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