United Asset Strategies, Inc. Invesco ETF Tr Ii Solar ETF Transaction History

United Asset Strategies, Inc.

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 25, 2023	SELL	$68.04 - $78.4 $3,333 - $3,841	-49 Reduced 1.54%	3,143 $224,000
Q1 2023 Apr 25, 2023	BUY	$69.41 - $82.63 $13,187 - $15,699	190 Added 6.33%	3,192 $247,000
Q4 2022 Jan 26, 2023	BUY	$64.86 - $83.98 $12,063 - $15,620	186 Added 6.61%	3,002 $0
Q3 2022 Oct 24, 2022	BUY	$69.71 - $90.13 $196,303 - $253,806	2,816 New	2,816 $207,000
Q4 2021 Jan 31, 2022	SELL	$73.76 - $100.53 $574,590 - $783,128	-7,790 Closed	0 $0
Q3 2021 Oct 21, 2021	BUY	$78.01 - $89.68 $32,608 - $37,486	418 Added 5.67%	7,790 $623,000
Q2 2021 Jul 19, 2021	BUY	$69.1 - $91.88 $509,405 - $677,339	7,372 New	7,372 $659,000

279

9.84M

5.8M

2.81M

Get notified when there are updates to the investment portfolio of United Asset Strategies, Inc., based on Form 13F filings with the SEC.

Stay updated on United Asset Strategies, Inc. with notifications on news.