Holistic Financial Partners Innovator U.S. Equity Power Bu Transaction History

Holistic Financial Partners

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 13, 2021	SELL	$31.63 - $32.48 $377,219 - $387,356	-11,926 Closed	0 $0
Q1 2021 May 11, 2021	SELL	$30.27 - $31.55 $138,636 - $144,499	-4,580 Reduced 27.75%	11,926 $376,000
Q4 2020 Feb 10, 2021	SELL	$28.89 - $30.6 $110,302 - $116,830	-3,818 Reduced 18.79%	16,506 $505,000
Q3 2020 Nov 13, 2020	SELL	$28.1 - $29.54 $179,840 - $189,056	-6,400 Reduced 23.95%	20,324 $595,000
Q2 2020 Aug 13, 2020	BUY	$24.35 - $28.6 $179,824 - $211,211	7,385 Added 38.19%	26,724 $748,000
Q1 2020 May 05, 2020	BUY	$22.87 - $29.04 $442,282 - $561,604	19,339 New	19,339 $485,000

222

17.9M

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