Straight Path Wealth Management Invesco Indx Tr Transaction History

Straight Path Wealth Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$20.56 - $21.99 $243,738 - $260,691	-11,855 Reduced 44.83%	14,592 $0
Q3 2022 Oct 21, 2022	BUY	$20.49 - $22.78 $95,278 - $105,927	4,650 Added 21.33%	26,447 $542,000
Q2 2022 Jul 19, 2022	BUY	$21.14 - $24.14 $124,366 - $142,015	5,883 Added 36.97%	21,797 $461,000
Q1 2022 Apr 29, 2022	BUY	$23.44 - $25.4 $19,220 - $20,828	820 Added 5.43%	15,914 $382,000
Q4 2021 Jan 26, 2022	BUY	$25.02 - $25.65 $377,651 - $387,161	15,094 New	15,094 $383,000

7.46M

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