Wescott Financial Advisory Group, LLC Invesco S&P 500 Equal Weight M Transaction History

Wescott Financial Advisory Group, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 06, 2023	SELL	$153.84 - $172.3 $187,530 - $210,033	-1,219 Reduced 48.88%	1,275 $202,000
Q3 2022 Nov 14, 2022	BUY	$143.48 - $173.67 $1,578 - $1,910	11 Added 0.44%	2,494 $355,000
Q2 2022 Jul 28, 2022	SELL	$153.51 - $190.46 $38,991 - $48,376	-254 Reduced 9.28%	2,483 $385,000
Q1 2022 May 16, 2022	BUY	$167.97 - $187.68 $459,733 - $513,680	2,737 New	2,737 $505,000

3.72M

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