Journey Strategic Wealth LLC Invesco ETF Tr Ii S&P Emerging Transaction History

Journey Strategic Wealth LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	SELL	$21.8 - $24.04 $72,877 - $80,365	-3,343 Reduced 24.01%	10,581 $254,000
Q3 2023 Nov 08, 2023	SELL	$22.42 - $24.44 $57,731 - $62,933	-2,575 Reduced 15.61%	13,924 $313,000
Q2 2023 Aug 14, 2023	SELL	$23.15 - $24.36 $1,342 - $1,412	-58 Reduced 0.35%	16,499 $388,000
Q1 2023 May 11, 2023	SELL	$22.49 - $24.27 $42,888 - $46,282	-1,907 Reduced 10.33%	16,557 $384,000
Q4 2022 Feb 14, 2023	BUY	$21.54 - $23.33 $154,291 - $167,112	7,163 Added 63.38%	18,464 $424,000

Q3 2022 Nov 14, 2022	BUY	$21.66 - $24.2 $244,779 - $273,484	11,301 New	11,301 $237,000

118

15.7M

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