Willow Creek Wealth Management Inc. Invesco ETF Tr Invesco Msci Su Transaction History

Willow Creek Wealth Management Inc.

$782 Million
Q4 2023

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 16, 2022	BUY	$49.81 - $63.47 $99 - $126	2 Added 0.05%	4,161 $223,000
Q1 2022 May 02, 2022	SELL	$56.23 - $67.38 $28,115 - $33,690	-500 Reduced 10.73%	4,159 $256,000
Q3 2021 Nov 15, 2021	SELL	$63.2 - $69.06 $59,976 - $65,537	-949 Reduced 16.92%	4,659 $295,000
Q2 2021 Nov 16, 2021	BUY	$66.29 - $77.63 $2,983 - $3,493	45 Added 0.81%	5,608 $388,000
Q1 2021 May 17, 2021	BUY	$72.05 - $82.78 $14,410 - $16,556	200 Added 3.73%	5,563 $420,000
Q4 2020 Feb 23, 2021	SELL	$58.36 - $75.13 $22,935 - $29,526	-393 Reduced 6.83%	5,363 $403,000
Q2 2020 Aug 11, 2020	BUY	$35.2 - $51.35 $35 - $51	1 Added 0.02%	5,756 $283,000
Q1 2020 May 07, 2020	SELL	$33.49 - $52.91 $7,602 - $12,010	-227 Reduced 3.79%	5,755 $217,000
Q4 2019 Feb 03, 2020	SELL	$42.83 - $50.13 $138,683 - $162,320	-3,238 Reduced 35.12%	5,982 $299,000
Q3 2019 Oct 15, 2019	BUY	$43.69 - $45.42 $2,708 - $2,816	62 Added 0.68%	9,220 $411,000
Q2 2019 Jul 22, 2019	SELL	N/A	-112 Reduced 1.21%	9,158 $418,000
Q3 2018 Oct 16, 2018	SELL	N/A	-85 Reduced 0.91%	9,270 $404,000
Q2 2018 Jul 17, 2018	BUY	N/A	9,355 New	9,355 $394,000

Others Institutions Holding ERTH

# of Institutions

94

Shares Held

1.02M

Call Options Held

0

Put Options Held

0

About INVESCO ETF TR INVESCO MSCI SU

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