Ibex Wealth Advisors Invesco Exchange Traded Fd Tr Transaction History

Ibex Wealth Advisors

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$69.06 - $79.75 $20,787 - $24,004	-301 Reduced 2.79%	10,502 $763,000
Q3 2022 Oct 31, 2022	SELL	$57.66 - $72.3 $13,204 - $16,556	-229 Reduced 2.08%	10,803 $659,000
Q2 2022 Aug 16, 2022	BUY	$60.48 - $81.27 $667,215 - $896,570	11,032 New	11,032 $678,000
Q4 2021 Feb 22, 2022	SELL	$45.15 - $51.87 $68,447 - $78,634	-1,516 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$37.22 - $46.35 $141,473 - $176,176	-3,801 Reduced 71.49%	1,516 $68,000
Q2 2021 Aug 20, 2021	BUY	$38.16 - $47.19 $202,896 - $250,909	5,317 New	5,317 $241,000

138

3.2M

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