Minich Mac Gregor Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Minich Mac Gregor Wealth Management, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 09, 2023	SELL	$41.59 - $50.18 $12,601 - $15,204	-303 Reduced 2.99%	9,830 $0
Q3 2022 Oct 06, 2022	SELL	$34.98 - $47.73 $39,737 - $54,221	-1,136 Reduced 10.08%	10,133 $398,000
Q2 2022 Jul 13, 2022	SELL	$37.87 - $52.86 $60,970 - $85,104	-1,610 Reduced 12.5%	11,269 $430,000
Q1 2022 Apr 26, 2022	SELL	$31.77 - $44.53 $14,042 - $19,682	-442 Reduced 3.32%	12,879 $550,000
Q4 2021 Jan 18, 2022	BUY	$28.82 - $35.1 $383,911 - $467,567	13,321 New	13,321 $407,000
Q2 2021 Aug 02, 2021	SELL	$22.71 - $31.69 $355,752 - $496,423	-15,665 Closed	0 $0
Q1 2021 Apr 27, 2021	BUY	$17.79 - $28.21 $278,680 - $441,909	15,665 New	15,665 $388,000
Q3 2018 Oct 17, 2018	SELL	N/A	-47 Closed	0 $0
Q2 2018 Jul 13, 2018	BUY	N/A	47 New	47 $1,000

732K

Get notified when there are updates to the investment portfolio of Minich Mac Gregor Wealth Management, LLC, based on Form 13F filings with the SEC.

Stay updated on Minich Mac Gregor Wealth Management, LLC with notifications on news.