Warren Street Wealth Advisors, LLC Invesco California Amt Free Mu Transaction History

Warren Street Wealth Advisors, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 30, 2024	SELL	$24.83 - $25.24 $45,960 - $46,719	-1,851 Reduced 7.75%	22,020 $547,000
Q4 2023 Mar 19, 2024	SELL	$22.61 - $25.09 $58,288 - $64,682	-2,578 Reduced 9.75%	23,871 $596,000
Q3 2023 Oct 18, 2023	BUY	$23.35 - $24.92 $617,584 - $659,109	26,449 New	26,449 $620,000
Q1 2023 Apr 28, 2023	SELL	$24.04 - $25.03 $30,987 - $32,263	-1,289 Reduced 4.32%	28,537 $706,000
Q4 2022 Feb 01, 2023	BUY	$22.71 - $24.56 $409,347 - $442,694	18,025 Added 152.74%	29,826 $719,000
Q3 2022 Oct 19, 2022	SELL	$23.11 - $25.32 $18,534 - $20,306	-802 Reduced 6.36%	11,801 $273,000
Q2 2022 Jul 18, 2022	BUY	$23.81 - $25.88 $300,077 - $326,165	12,603 New	12,603 $307,000

23.9M

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