Sheets Smith Wealth Management Invesco ETF Tr S&P 500 Equal W Transaction History

Sheets Smith Wealth Management

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 02, 2022	SELL	$125.7 - $158.38 $203,508 - $256,417	-1,619 Closed	0 $0
Q4 2021 Jan 20, 2022	SELL	$145.22 - $160.55 $7,696 - $8,509	-53 Reduced 3.17%	1,619 $253,000
Q3 2021 Oct 15, 2021	BUY	$140.21 - $151.53 $17,105 - $18,486	122 Added 7.87%	1,672 $241,000
Q2 2021 Aug 03, 2021	SELL	$141.9 - $151.95 $3,405 - $3,646	-24 Reduced 1.52%	1,550 $230,000
Q1 2021 Apr 23, 2021	SELL	$120.39 - $143.51 $45,387 - $54,103	-377 Reduced 19.32%	1,574 $222,000
Q4 2020 Jan 13, 2021	SELL	$102.17 - $122.71 $130,368 - $156,577	-1,276 Reduced 39.54%	1,951 $239,000
Q3 2020 Oct 26, 2020	BUY	$86.88 - $106.07 $280,361 - $342,287	3,227 New	3,227 $332,000

4.39M

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