Financial Advocates Investment Management Invesco S&P Smallcap Value Wit Transaction History

Financial Advocates Investment Management

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$51.3 - $59.04 $212,997 - $245,134	4,152 New	4,152 $228,000
Q1 2023 May 11, 2023	SELL	$43.13 - $52.31 $456,789 - $554,015	-10,591 Reduced 67.53%	5,092 $231,000
Q4 2022 Feb 14, 2023	SELL	$42.21 - $50.23 $623,146 - $741,545	-14,763 Reduced 48.49%	15,683 $717,000
Q3 2022 Nov 14, 2022	BUY	$41.2 - $51.05 $331,042 - $410,186	8,035 Added 35.85%	30,446 $1.25 Million
Q2 2022 Aug 12, 2022	BUY	$44.09 - $54.47 $988,100 - $1.22 Million	22,411 New	22,411 $995,000

149

9.63M

100

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