Wealthsource Partners, LLC INVESCO EXCH TRD SLF IDX FD Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Feb 12, 2021
SELL
N/A
-16,209 Closed
0 $0
Q3 2020

Nov 16, 2020
SELL
N/A
-5,916 Reduced 26.74%
16,209 $0
Q2 2020

Aug 17, 2020
SELL
N/A
-14,897 Reduced 40.24%
22,125 $515,000
Q1 2020

May 12, 2020
SELL
N/A
-29,819 Reduced 44.61%
37,022 $852,000
Q4 2019

Feb 12, 2020
BUY
N/A
53,130 Added 387.5%
66,841 $1.6 Million
Q3 2019

Nov 15, 2019
SELL
N/A
-7,744 Reduced 36.09%
13,711 $328,000
Q2 2019

Aug 09, 2019
SELL
N/A
-138,376 Reduced 86.58%
21,455 $517,000
Q1 2019

May 16, 2019
BUY
N/A
147,529 Added 1199.23%
159,831 $3.85 Million
Q4 2018

Feb 06, 2019
BUY
N/A
12,302 New
12,302 $288,000
Q3 2018

Nov 13, 2018
SELL
N/A
-9,544 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
9,544 New
9,544 $231,000
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