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
Q2 2023 Jul 13, 2023	BUY	$76.44 - $85.74 $611 - $685	8 Added 0.21%	3,740 $320,000
Q1 2023 Apr 19, 2023	SELL	$78.66 - $92.96 $15,967 - $18,870	-203 Reduced 5.16%	3,732 $317,000
Q4 2022 Jan 09, 2023	BUY	$72.37 - $86.64 $6,223 - $7,451	86 Added 2.23%	3,935 $0
Q3 2022 Oct 06, 2022	SELL	$69.0 - $87.76 $22,080 - $28,083	-320 Reduced 7.68%	3,849 $268,000
Q2 2022 Jul 13, 2022	SELL	$71.91 - $103.73 $24,449 - $35,268	-340 Reduced 7.54%	4,169 $301,000
Q1 2022 Apr 26, 2022	SELL	$83.84 - $100.85 $5,617 - $6,756	-67 Reduced 1.46%	4,509 $445,000
Q4 2021 Jan 18, 2022	BUY	$85.2 - $96.56 $23,089 - $26,167	271 Added 6.3%	4,576 $432,000
Q3 2021 Nov 03, 2021	BUY	$80.03 - $93.64 $1,440 - $1,685	18 Added 0.42%	4,305 $364,000
Q2 2021 Aug 02, 2021	BUY	$81.02 - $95.07 $347,332 - $407,565	4,287 New	4,287 $377,000

184K

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.