Principle Wealth Partners LLC Invesco ETF Tr Ii Dwa Smallcap Transaction History

Principle Wealth Partners LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	SELL	$73.54 - $83.27 $135,828 - $153,799	-1,847 Reduced 34.41%	3,521 $264,000
Q2 2023 Jul 31, 2023	SELL	$70.66 - $79.45 $115,034 - $129,344	-1,628 Reduced 23.27%	5,368 $422,000
Q1 2023 May 10, 2023	SELL	$70.49 - $79.33 $244,811 - $275,513	-3,473 Reduced 33.17%	6,996 $515,000
Q4 2022 Feb 02, 2023	BUY	$69.73 - $78.03 $22,174 - $24,813	318 Added 3.13%	10,469 $761,000
Q3 2022 Nov 14, 2022	BUY	$65.96 - $81.39 $94,256 - $116,306	1,429 Added 16.38%	10,151 $695,000
Q2 2022 Aug 02, 2022	BUY	$67.91 - $87.08 $592,311 - $759,511	8,722 New	8,722 $592,000

102

8.71M

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