Selective Wealth Management, Inc. Invesco S&P 500 Equal Weight E Transaction History

Selective Wealth Management, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 21, 2022	SELL	$127.28 - $152.39 $63,640 - $76,195	-500 Reduced 41.67%	700 $89,000
Q2 2022 Jul 28, 2022	SELL	$130.84 - $158.96 $21,719 - $26,387	-166 Reduced 12.15%	1,200 $161,000
Q1 2022 Apr 20, 2022	SELL	$148.26 - $164.2 $226,986 - $251,390	-1,531 Reduced 52.85%	1,366 $215,000
Q4 2021 Jan 18, 2022	SELL	$150.88 - $163.01 $25,347 - $27,385	-168 Reduced 5.48%	2,897 $471,000
Q3 2021 Oct 27, 2021	BUY	$146.61 - $157.39 $60,843 - $65,316	415 Added 15.66%	3,065 $459,000
Q2 2021 Aug 04, 2021	BUY	$143.08 - $152.26 $379,162 - $403,489	2,650 New	2,650 $399,000

1,828

231M

2.45M

9.88M

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