Treasure Coast Financial Planning Invesco S&P 500 Equal Weight F Transaction History

Treasure Coast Financial Planning

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$54.94 - $59.67 $862,173 - $936,401	-15,693 Reduced 35.59%	28,403 $1.6 Million
Q3 2022 Nov 02, 2022	SELL	$51.89 - $60.3 $497,832 - $578,518	-9,594 Reduced 17.87%	44,096 $2.26 Million
Q2 2022 Aug 02, 2022	BUY	$51.8 - $63.55 $315,358 - $386,892	6,088 Added 12.79%	53,690 $2.86 Million
Q1 2022 May 09, 2022	BUY	$59.22 - $67.9 $443,380 - $508,367	7,487 Added 18.66%	47,602 $3.03 Million
Q4 2021 Feb 15, 2022	BUY	$61.32 - $66.59 $2.46 Million - $2.67 Million	40,115 New	40,115 $2.58 Million

105

2.23M

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