Morgan Rosel Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Morgan Rosel Wealth Management, LLC

  • $291 Million
  • Q3 2024

A detailed history of Morgan Rosel Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Morgan Rosel Wealth Management, LLC holds 32,167 shares of PIE stock, worth $630,473. This represents 0.23% of its overall portfolio holdings.

Number of Shares
32,167
Previous 31,131 3.33%
Holding current value
$630,473
Previous $664,000 0.15%
% of portfolio
0.23%
Previous 0.24%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$18.8 - $21.87 $19,476 - $22,657
1,036 Added 3.33%
32,167 $663,000
Q2 2024

Jul 15, 2024
BUY
$20.51 - $22.05 $7,465 - $8,026
364 Added 1.18%
31,131 $664,000
Q1 2024

Apr 17, 2024
BUY
$18.89 - $20.85 $22,668 - $25,020
1,200 Added 4.06%
30,767 $640,000
Q4 2023

Jan 19, 2024
SELL
$17.42 - $19.69 $557 - $630
-32 Reduced 0.11%
29,567 $582,000
Q3 2023

Oct 27, 2023
SELL
$18.38 - $20.49 $12,608 - $14,056
-686 Reduced 2.27%
29,599 $549,000
Q2 2023

Aug 04, 2023
SELL
$17.86 - $19.54 $8,572 - $9,379
-480 Reduced 1.56%
30,285 $574,000
Q1 2023

Apr 12, 2023
SELL
$17.59 - $19.21 $31,327 - $34,213
-1,781 Reduced 5.47%
30,765 $570,000
Q4 2022

Jan 19, 2023
BUY
$15.84 - $18.28 $67,763 - $78,201
4,278 Added 15.13%
32,546 $0
Q3 2022

Oct 14, 2022
SELL
$16.39 - $19.44 $46,875 - $55,598
-2,860 Reduced 9.19%
28,268 $463,000
Q2 2022

Jul 27, 2022
SELL
$18.82 - $23.76 $24,315 - $30,697
-1,292 Reduced 3.99%
31,128 $586,000
Q1 2022

Apr 22, 2022
SELL
$22.26 - $25.8 $30,318 - $35,139
-1,362 Reduced 4.03%
32,420 $757,000
Q4 2021

Jan 24, 2022
SELL
$23.45 - $25.82 $4.35 Million - $4.79 Million
-185,432 Reduced 84.59%
33,782 $872,000
Q3 2021

Oct 26, 2021
BUY
$23.94 - $27.67 $207,152 - $239,428
8,653 Added 4.11%
219,214 $5.33 Million
Q2 2021

Jul 28, 2021
BUY
$23.35 - $27.35 $103,370 - $121,078
4,427 Added 2.15%
210,561 $5.76 Million
Q1 2021

Apr 30, 2021
BUY
$23.03 - $26.43 $423,936 - $486,523
18,408 Added 9.81%
206,134 $4.95 Million
Q4 2020

Feb 11, 2021
BUY
$19.33 - $22.94 $80,490 - $95,522
4,164 Added 2.27%
187,726 $4.29 Million
Q3 2020

Oct 13, 2020
BUY
$18.44 - $20.32 $2.47 Million - $2.73 Million
134,106 Added 271.16%
183,562 $3.54 Million
Q2 2020

Jul 13, 2020
SELL
$14.08 - $18.06 $146,882 - $188,401
-10,432 Reduced 17.42%
49,456 $890,000
Q1 2020

Apr 17, 2020
SELL
$12.75 - $20.0 $14,433 - $22,640
-1,132 Reduced 1.86%
59,888 $873,000
Q4 2019

Jan 14, 2020
BUY
$17.3 - $19.31 $13,718 - $15,312
793 Added 1.32%
61,020 $1.17 Million
Q3 2019

Oct 31, 2019
SELL
$16.87 - $18.16 $54,726 - $58,911
-3,244 Reduced 5.11%
60,227 $1.05 Million
Q2 2019

Aug 06, 2019
SELL
$15.94 - $17.73 $43,532 - $48,420
-2,731 Reduced 4.13%
63,471 $1.13 Million
Q1 2019

Apr 09, 2019
SELL
$15.38 - $17.13 $24,069 - $26,808
-1,565 Reduced 2.31%
66,202 $1.13 Million
Q4 2018

Feb 14, 2019
BUY
$15.34 - $17.79 $1.04 Million - $1.21 Million
67,767 New
67,767 $1.05 Million

Others Institutions Holding PIE

# of Institutions
63
Shares Held
11.4M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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