Mark Sheptoff Financial Planning, LLC Invesco ETF Tr Ii S&P Global W Transaction History

Mark Sheptoff Financial Planning, LLC

  • $177 Million
  • Q1 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco ETF Tr Ii S&P Global W stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 200 shares of CGW stock, worth $12,270. This represents 0.01% of its overall portfolio holdings.

Number of Shares
200
Previous 200 -0.0%
Holding current value
$12,270
Previous $10,000 10.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 11, 2022
SELL
$42.34 - $53.04 $994,270 - $1.25 Million
-23,483 Reduced 99.16%
200 $9,000
Q1 2022

May 12, 2022
BUY
$49.1 - $60.21 $34,075 - $41,785
694 Added 3.02%
23,683 $1.24 Million
Q4 2021

Feb 11, 2022
BUY
$55.74 - $60.9 $128,982 - $140,922
2,314 Added 11.19%
22,989 $1.39 Million
Q3 2021

Nov 10, 2021
BUY
$53.85 - $60.56 $78,082 - $87,812
1,450 Added 7.54%
20,675 $1.15 Million
Q2 2021

Aug 12, 2021
BUY
$49.72 - $54.7 $955,867 - $1.05 Million
19,225 New
19,225 $1.03 Million

Others Institutions Holding CGW

# of Institutions
210
Shares Held
6.54M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P GLOBAL W

CGW Quotes by TradingView
  • Ticker CGW
  • Sector ETFs
  • Industry ETFs
More about CGW
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