Iht Wealth Management, LLC Invesco S&P 500 Equal Weight T Transaction History

Iht Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2021 May 18, 2021	SELL	$250.01 - $272.65 $259,260 - $282,738	-1,037 Closed	0 $0
Q4 2020 Feb 17, 2021	SELL	$206.84 - $253.55 $4,136 - $5,071	-20 Reduced 1.89%	1,037 $263,000
Q3 2020 Nov 19, 2020	SELL	$198.0 - $224.59 $174,042 - $197,414	-879 Reduced 45.4%	1,057 $223,000
Q2 2020 Aug 14, 2020	BUY	$151.58 - $208.58 $79,882 - $109,921	527 Added 37.4%	1,936 $386,000
Q1 2020 May 13, 2020	SELL	$139.82 - $212.0 $24,748 - $37,524	-177 Reduced 11.16%	1,409 $225,000
Q4 2019 Feb 18, 2020	BUY	$172.8 - $198.89 $34,905 - $40,175	202 Added 14.6%	1,586 $314,000
Q3 2019 Nov 15, 2019	BUY	$169.42 - $188.04 $234,477 - $260,247	1,384 New	1,384 $247,000

388

43.3M

7.4K

17.3K

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