Iht Wealth Management, LLC Invesco Ftse Rafi Us 1500 Smal Transaction History

Iht Wealth Management, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 May 13, 2020	SELL	$79.31 - $138.92 $151,085 - $264,642	-1,905 Closed	0 $0
Q4 2019 Feb 18, 2020	BUY	$123.01 - $137.55 $39,855 - $44,566	324 Added 20.49%	1,905 $260,000
Q3 2019 Nov 15, 2019	BUY	$119.31 - $131.19 $188,629 - $207,411	1,581 New	1,581 $201,000
Q2 2019 Aug 12, 2019	SELL	$119.99 - $133.64 $199,303 - $221,976	-1,661 Closed	0 $0
Q1 2019 May 16, 2019	SELL	$112.86 - $133.3 $18,734 - $22,127	-166 Reduced 9.09%	1,661 $212,000
Q4 2018 Feb 15, 2019	BUY	$107.24 - $140.77 $195,927 - $257,186	1,827 New	1,827 $208,000

289

41.4M

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