Sax Wealth Advisors, LLC Invesco ETF Tr Ii Taxable Mun Transaction History

Sax Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 10, 2023	SELL	$26.24 - $27.24 $5,510 - $5,720	-210 Reduced 2.49%	8,223 $218,000
Q4 2022 Feb 06, 2023	SELL	$24.49 - $26.71 $42,367 - $46,208	-1,730 Reduced 17.02%	8,433 $216,000
Q3 2022 Nov 08, 2022	SELL	$25.33 - $28.35 $20,517 - $22,963	-810 Reduced 7.38%	10,163 $261,000
Q2 2022 Aug 11, 2022	SELL	$26.87 - $29.61 $4,030 - $4,441	-150 Reduced 1.35%	10,973 $304,000
Q4 2021 Feb 07, 2022	SELL	$32.62 - $33.45 $7,828 - $8,028	-240 Reduced 2.11%	11,123 $367,000
Q3 2021 Dec 10, 2021	BUY	$32.91 - $33.84 $103,107 - $106,020	3,133 Added 38.07%	11,363 $374,000
Q4 2020 Feb 16, 2021	BUY	$32.53 - $33.53 $267,721 - $275,951	8,230 New	8,230 $276,000

205

24.4M

83.9K

15.7K

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