Visionary Wealth Advisors Innovator U.S. Equity Buffer E Transaction History

Visionary Wealth Advisors

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$33.54 - $36.39 $31,863 - $34,570	-950 Reduced 13.95%	5,860 $213,000
Q1 2023 May 15, 2023	SELL	$31.53 - $33.96 $47,295 - $50,940	-1,500 Reduced 18.05%	6,810 $230,000
Q4 2022 Feb 13, 2023	SELL	$30.71 - $32.8 $116,698 - $124,639	-3,800 Reduced 31.38%	8,310 $264,000
Q3 2022 Nov 14, 2022	BUY	N/A	250 Added 2.11%	12,110 $362,000
Q2 2022 Aug 12, 2022	BUY	N/A	500 Added 4.4%	11,860 $361,000

Q4 2021 Feb 14, 2022	BUY	N/A	11,360 New	11,360 $393,000
Q2 2021 Aug 13, 2021	SELL	N/A	-24,395 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	N/A	24,395 New	24,395 $734,000

3.78M

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