Minich Mac Gregor Wealth Management, LLC Invesco S&P 500 Equal Weight I Transaction History

Minich Mac Gregor Wealth Management, LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	BUY	$170.92 - $187.52 $21,023 - $23,064	123 New	123 $0
Q2 2022 Jul 13, 2022	SELL	N/A	-23,003 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	N/A	863 Added 3.9%	23,003 $4.34 Million
Q4 2021 Jan 18, 2022	BUY	N/A	3,212 Added 16.97%	22,140 $4.38 Million
Q3 2021 Nov 03, 2021	BUY	N/A	3,274 Added 20.91%	18,928 $3.45 Million
Q2 2021 Aug 02, 2021	SELL	N/A	-274 Reduced 1.72%	15,654 $2.92 Million
Q1 2021 Apr 27, 2021	BUY	N/A	194 Added 1.23%	15,928 $2.83 Million
Q4 2020 Jan 19, 2021	BUY	N/A	15,734 New	15,734 $2.49 Million
Q4 2018 Jan 17, 2019	SELL	N/A	-119 Closed	0 $0
Q2 2018 Jul 13, 2018	BUY	N/A	119 New	119 $13,000

148

9.15M

Get notified when there are updates to the investment portfolio of Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.