Hhm Wealth Advisors, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Hhm Wealth Advisors, LLC

  • $735 Million
  • Q1 2025

Shares

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

Feb 03, 2022
SELL
N/A
-5,450 Closed
0 $0
Q3 2021

Nov 02, 2021
SELL
N/A
-2,346 Reduced 30.09%
5,450 $115,000
Q2 2021

Jul 27, 2021
SELL
N/A
-6,845 Reduced 46.75%
7,796 $164,000
Q1 2021

Apr 23, 2021
SELL
N/A
-1,000 Reduced 6.39%
14,641 $309,000
Q4 2020

Jan 28, 2021
SELL
N/A
-1,055 Reduced 6.32%
15,641 $332,000
Q3 2020

Nov 12, 2020
SELL
N/A
-2,250 Reduced 11.88%
16,696 $356,000
Q2 2020

Aug 13, 2020
BUY
N/A
285 Added 1.53%
18,946 $405,000
Q1 2020

May 12, 2020
SELL
N/A
-2,214 Reduced 10.61%
18,661 $391,000
Q2 2019

Aug 13, 2019
BUY
N/A
2,265 Added 12.17%
20,875 $442,000
Q1 2019

May 14, 2019
SELL
N/A
-250 Reduced 1.33%
18,610 $391,000
Q4 2018

Feb 13, 2019
BUY
N/A
18,860 New
18,860 $391,000
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