Wt Wealth Management INVESCO EXCH TRD SLF IDX FD Transaction History

Wt Wealth Management

  • $240 Million
  • Q4 2023

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 19, 2021
SELL
N/A
-28,012 Closed
0 $0
Q1 2021

Apr 29, 2021
SELL
N/A
-10 Reduced 0.04%
28,012 $592,000
Q4 2020

Feb 01, 2021
SELL
N/A
-517 Reduced 1.81%
28,022 $594,000
Q3 2020

Oct 30, 2020
BUY
N/A
11,416 Added 66.67%
28,539 $608,000
Q2 2020

Aug 04, 2020
BUY
N/A
638 Added 3.87%
17,123 $365,000
Q1 2020

May 13, 2020
BUY
N/A
2,636 Added 19.03%
16,485 $345,000
Q4 2019

Jan 27, 2020
BUY
N/A
2,844 Added 25.84%
13,849 $294,000
Q3 2019

Nov 06, 2019
BUY
N/A
11,005 New
11,005 $233,000
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