Captrust Financial Advisors Invesco ETF Tr S&P 500 Equal W Transaction History

Captrust Financial Advisors

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 16, 2022	SELL	N/A	-70 Reduced 25.93%	200 $33,000
Q1 2022 May 16, 2022	BUY	N/A	70 Added 35.0%	270 $46,000
Q3 2020 Nov 17, 2020	BUY	N/A	128 Added 177.78%	200 $29,000
Q2 2020 Aug 14, 2020	BUY	N/A	72 New	72 $10,000
Q1 2020 May 15, 2020	SELL	N/A	-3,181 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	N/A	-15,708 Reduced 83.16%	3,181 $459,000
Q3 2019 Nov 14, 2019	BUY	N/A	18,889 New	18,889 $2.65 Million

128

5.03M

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