Segment Wealth Management, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Segment Wealth Management, LLC

  • $1.42 Billion
  • Q4 2024

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2021

May 10, 2021
SELL
N/A
-20,512 Closed
0 $0
Q4 2020

Jan 27, 2021
SELL
N/A
-1,380 Reduced 6.3%
20,512 $474,000
Q3 2020

Oct 27, 2020
SELL
N/A
-1,195 Reduced 5.18%
21,892 $502,000
Q2 2020

Jul 15, 2020
BUY
N/A
655 Added 2.92%
23,087 $524,000
Q1 2020

Apr 24, 2020
SELL
N/A
-21,928 Reduced 49.43%
22,432 $497,000
Q4 2019

Jan 23, 2020
SELL
N/A
-220 Reduced 0.49%
44,360 $1.1 Million
Q3 2019

Oct 22, 2019
BUY
N/A
6,375 Added 16.69%
44,580 $1.1 Million
Q2 2019

Jul 29, 2019
BUY
N/A
5,930 Added 18.37%
38,205 $944,000
Q1 2019

Apr 30, 2019
BUY
N/A
9,274 Added 40.32%
32,275 $798,000
Q4 2018

Jan 31, 2019
BUY
N/A
2,980 Added 14.88%
23,001 $544,000
Q3 2018

Nov 07, 2018
BUY
N/A
2,915 Added 17.04%
20,021 $496,000
Q2 2018

Jul 17, 2018
BUY
N/A
17,106 New
17,106 $421,000
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