Tria Gen Wealth Management LLC Invesco ETF Tr Ii Taxable Mun Transaction History

Tria Gen Wealth Management LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 29, 2022	BUY	$26.87 - $29.61 $13,784 - $15,189	513 Added 3.78%	14,078 $390,000
Q1 2022 Apr 29, 2022	BUY	$29.41 - $32.55 $10,852 - $12,010	369 Added 2.8%	13,565 $402,000
Q4 2021 Feb 09, 2022	BUY	$32.62 - $33.45 $424 - $434	13 Added 0.1%	13,196 $435,000
Q3 2021 Nov 10, 2021	BUY	$32.91 - $33.84 $14,447 - $14,855	439 Added 3.44%	13,183 $434,000
Q2 2021 Aug 02, 2021	SELL	$32.17 - $33.28 $556,541 - $575,744	-17,300 Reduced 57.58%	12,744 $429,000
Q1 2021 Apr 26, 2021	SELL	$31.84 - $33.73 $21,778 - $23,071	-684 Reduced 2.23%	30,044 $962,000
Q4 2020 Feb 02, 2021	BUY	$32.53 - $33.53 $999,581 - $1.03 Million	30,728 New	30,728 $1.03 Million

205

24.4M

83.9K

15.7K

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