Pensionmark Financial Group, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Pensionmark Financial Group, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 14, 2022	SELL	$40.57 - $48.87 $116,841 - $140,745	-2,880 Reduced 27.37%	7,643 $310,000
Q2 2022 Aug 09, 2022	BUY	$42.39 - $49.67 $64,687 - $75,796	1,526 Added 16.96%	10,523 $496,000
Q1 2022 May 12, 2022	SELL	$47.33 - $52.58 $132,949 - $147,697	-2,809 Reduced 23.79%	8,997 $441,000
Q4 2021 Feb 11, 2022	BUY	$47.79 - $52.28 $316,608 - $346,355	6,625 Added 127.87%	11,806 $566,000
Q3 2021 Nov 12, 2021	BUY	$45.53 - $49.02 $235,890 - $253,972	5,181 New	5,181 $244,000
Q1 2020 Apr 23, 2020	SELL	$28.19 - $51.45 $130,068 - $237,390	-4,614 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	$47.97 - $51.5 $221,333 - $237,621	4,614 New	4,614 $235,000

124

5.13M

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