Minich Mac Gregor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$50.1 - $64.84 $3,356 - $4,344	-67 Reduced 1.0%	6,635 $416,000
Q1 2024 Apr 16, 2024	SELL	$45.91 - $58.22 $32,366 - $41,045	-705 Reduced 9.52%	6,702 $378,000
Q4 2023 Feb 08, 2024	BUY	$37.92 - $50.06 $8,683 - $11,463	229 Added 3.19%	7,407 $366,000
Q3 2023 Oct 16, 2023	BUY	$41.42 - $140.41 $196,703 - $666,807	4,749 Added 195.51%	7,178 $307,000
Q2 2023 Jul 13, 2023	BUY	$109.08 - $136.79 $264,955 - $332,262	2,429 New	2,429 $332,000
Q2 2022 Jul 13, 2022	SELL	$32.26 - $42.95 $93,844 - $124,941	-2,909 Closed	0 $0
Q1 2022 Apr 26, 2022	SELL	$38.61 - $51.98 $115 - $155	-3 Reduced 0.1%	2,909 $377,000
Q4 2021 Jan 18, 2022	BUY	$40.99 - $51.81 $119,362 - $150,870	2,912 New	2,912 $447,000
Q2 2021 Aug 02, 2021	SELL	$36.27 - $43.03 $142,432 - $168,978	-3,927 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$34.98 - $42.83 $41,941 - $51,353	1,199 Added 43.95%	3,927 $472,000
Q4 2020 Jan 19, 2021	BUY	$25.69 - $35.07 $70,082 - $95,670	2,728 New	2,728 $286,000
Q4 2018 Jan 17, 2019	SELL	N/A	-86 Closed	0 $0
Q3 2018 Oct 17, 2018	SELL	N/A	-16 Reduced 15.69%	86 $4,000
Q2 2018 Jul 13, 2018	BUY	N/A	102 New	102 $5,000

138

3.85M

5.1K

1.7K

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