New Edge Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

New Edge Advisors, LLC

$15 Billion
Q3 2024

A detailed history of New Edge Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, New Edge Advisors, LLC holds 3,397 shares of EQWL stock, worth $346,358. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,397

Previous 3,382 0.44%

Holding current value

$346,358

Previous $319,000 8.78%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$93.07 - $102.32 $1,396 - $1,534	15 Added 0.44%	3,397 $347,000
Q2 2024 Aug 15, 2024	SELL	$90.17 - $95.04 $362,303 - $381,870	-4,018 Reduced 54.3%	3,382 $319,000
Q1 2024 May 14, 2024	SELL	$86.61 - $94.89 $27,801 - $30,459	-321 Reduced 4.16%	7,400 $702,000
Q4 2023 Feb 13, 2024	SELL	$74.98 - $87.87 $48,587 - $56,939	-648 Reduced 7.74%	7,721 $676,000
Q3 2023 Nov 14, 2023	BUY	$78.31 - $84.42 $15,583 - $16,799	199 Added 2.44%	8,369 $657,000
Q2 2023 Aug 14, 2023	BUY	$76.28 - $82.02 $6,865 - $7,381	90 Added 1.11%	8,170 $665,000
Q1 2023 May 12, 2023	BUY	$74.2 - $80.95 $27,008 - $29,465	364 Added 4.72%	8,080 $630,000
Q4 2022 Feb 14, 2023	SELL	$66.62 - $78.72 $2.53 Million - $2.99 Million	-37,930 Reduced 83.1%	7,716 $577,000
Q3 2022 Nov 14, 2022	SELL	$66.43 - $80.28 $1.55 Million - $1.88 Million	-23,400 Reduced 33.89%	45,646 $3.03 Million
Q2 2022 Aug 09, 2022	BUY	$69.75 - $83.59 $4.82 Million - $5.77 Million	69,046 New	69,046 $4.93 Million

Others Institutions Holding EQWL

# of Institutions

108

Shares Held

3.94M

Call Options Held

Put Options Held

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker EQWL
Sector ETFs
Industry ETFs

More about EQWL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of New Edge Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Edge Advisors, LLC with notifications on news.

Account

New Edge Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History