Sweet Financial Partners, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Sweet Financial Partners, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	BUY	$38.47 - $42.46 $96,175 - $106,150	2,500 Added 50.0%	7,500 $298,000
Q1 2023 Apr 14, 2023	SELL	$40.98 - $48.19 $81,960 - $96,380	-2,000 Reduced 28.57%	5,000 $211,000
Q4 2022 Jan 19, 2023	BUY	$40.8 - $47.47 $61,199 - $71,205	1,500 Added 27.27%	7,000 $0
Q1 2022 Apr 22, 2022	BUY	$47.33 - $52.58 $23,665 - $26,290	500 Added 10.0%	5,500 $270,000
Q4 2021 Feb 07, 2022	BUY	$47.79 - $52.28 $238,950 - $261,400	5,000 New	5,000 $260,000

123

3.37M

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