Yhb Investment Advisors, Inc. Invesco Bulletshares 2025 Muni Transaction History

Yhb Investment Advisors, Inc.

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$24.34 - $24.55 $43,812 - $44,190	1,800 New	1,800 $43,000
Q2 2022 Jul 14, 2022	SELL	$24.19 - $24.82 $14,514 - $14,892	-600 Reduced 6.54%	8,580 $210,000
Q1 2022 Apr 14, 2022	SELL	$24.73 - $25.96 $14,838 - $15,576	-600 Reduced 6.13%	9,180 $228,000
Q3 2021 Oct 28, 2021	SELL	$25.96 - $26.13 $9,086 - $9,145	-350 Reduced 3.46%	9,780 $254,000
Q2 2021 Jul 15, 2021	BUY	$25.83 - $26.08 $41,328 - $41,728	1,600 Added 18.76%	10,130 $263,000
Q1 2021 Apr 22, 2021	BUY	$25.73 - $26.13 $219,476 - $222,888	8,530 New	8,530 $222,000

123

6.79M

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