Gradient Investments LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Gradient Investments LLC

  • $3.55 Billion
  • Q1 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2021

Jan 12, 2022
SELL
N/A
-12,526 Closed
0 $0
Q3 2021

Oct 18, 2021
SELL
N/A
-5,424 Reduced 30.22%
12,526 $288,000
Q2 2021

Jul 12, 2021
SELL
N/A
-1,549 Reduced 7.94%
17,950 $413,000
Q1 2021

Apr 21, 2021
SELL
N/A
-1,042,936 Reduced 98.16%
19,499 $450,000
Q4 2020

Jan 08, 2021
SELL
N/A
-12,909 Reduced 1.2%
1,062,435 $24.4 Million
Q3 2020

Oct 06, 2020
BUY
N/A
65,168 Added 6.45%
1,075,344 $24.7 Million
Q2 2020

Jul 10, 2020
BUY
N/A
408,078 Added 67.78%
1,010,176 $22.9 Million
Q1 2020

Apr 07, 2020
SELL
N/A
-477,072 Reduced 44.21%
602,098 $13.3 Million
Q4 2019

Jan 15, 2020
BUY
N/A
61,322 Added 6.02%
1,079,170 $26.6 Million
Q3 2019

Oct 10, 2019
BUY
N/A
20,268 Added 2.03%
1,017,848 $25.1 Million
Q2 2019

Jul 16, 2019
BUY
N/A
325,372 Added 48.4%
997,580 $24.6 Million
Q1 2019

Apr 11, 2019
BUY
N/A
277,158 Added 70.16%
672,208 $16.6 Million
Q4 2018

Jan 18, 2019
SELL
N/A
-78,926 Reduced 16.65%
395,050 $9.35 Million
Q3 2018

Oct 11, 2018
SELL
N/A
-86,903 Reduced 15.49%
473,976 $11.7 Million
Q2 2018

Aug 09, 2018
BUY
N/A
560,879 New
560,879 $13.8 Million
Track This Portfolio

Track Gradient Investments LLC Portfolio

Follow Gradient Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Investments LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email