Marietta Wealth Management, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Marietta Wealth Management, LLC

$591 Million
Q1 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	N/A	-17,780 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	N/A	-19,175 Reduced 51.89%	17,780 $375,000
Q2 2021 Aug 12, 2021	SELL	N/A	-422,116 Reduced 91.95%	36,955 $780,000
Q1 2021 May 06, 2021	BUY	N/A	29,561 Added 6.88%	459,071 $9.7 Million
Q4 2020 Feb 09, 2021	BUY	N/A	23,061 Added 5.67%	429,510 $9.11 Million

Q3 2020 Nov 04, 2020	BUY	N/A	35,664 Added 9.62%	406,449 $8.67 Million
Q2 2020 Aug 05, 2020	BUY	N/A	15,793 Added 4.45%	370,785 $7.92 Million
Q1 2020 May 14, 2020	BUY	N/A	7,882 Added 2.27%	354,992 $7.44 Million
Q4 2019 Feb 07, 2020	BUY	N/A	49,235 Added 16.53%	347,110 $7.37 Million
Q3 2019 Nov 14, 2019	BUY	N/A	20,662 Added 7.45%	297,875 $6.33 Million
Q2 2019 Aug 14, 2019	BUY	N/A	9,779 Added 3.66%	277,213 $5.87 Million
Q1 2019 May 09, 2019	BUY	N/A	60,642 Added 29.33%	267,434 $5.62 Million
Q4 2018 Feb 05, 2019	BUY	N/A	97,059 Added 88.45%	206,792 $4.29 Million
Q3 2018 Nov 13, 2018	BUY	N/A	58,513 Added 114.24%	109,733 $2.28 Million
Q2 2018 Aug 08, 2018	BUY	N/A	51,220 New	51,220 $1.06 Million

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