Insight Wealth Strategies, LLC Invesco S&P 500 Equal Weight E Transaction History

Insight Wealth Strategies, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 01, 2022	SELL	$130.84 - $158.96 $174,409 - $211,893	-1,333 Closed	0 $0
Q1 2022 Apr 12, 2022	SELL	$148.26 - $164.2 $4,447 - $4,926	-30 Reduced 2.2%	1,333 $210,000
Q4 2021 Jan 31, 2022	SELL	$150.88 - $163.01 $4,224 - $4,564	-28 Reduced 2.01%	1,363 $222,000
Q3 2021 Oct 28, 2021	BUY	$146.61 - $157.39 $5,131 - $5,508	35 Added 2.58%	1,391 $208,000
Q2 2021 Aug 12, 2021	BUY	$143.08 - $152.26 $194,016 - $206,464	1,356 New	1,356 $204,000

1,833

233M

2.45M

9.88M

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