Plante Moran Financial Advisors, LLC Invesco S&P Smallcap Health Ca Transaction History

Plante Moran Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 08, 2021	SELL	$180.69 - $195.53 $1,264 - $1,368	-7 Reduced 2.93%	232 $42,000
Q2 2021 Aug 10, 2021	BUY	$176.44 - $198.17 $1,235 - $1,387	7 Added 3.02%	239 $46,000
Q3 2019 Nov 13, 2019	BUY	$112.55 - $119.31 $26,111 - $27,679	232 New	232 $26,000
Q1 2019 May 13, 2019	SELL	$104.5 - $123.24 $18,601 - $21,936	-178 Closed	0 $0
Q4 2018 Jan 29, 2019	BUY	$100.46 - $138.29 $17,881 - $24,615	178 New	178 $19,000

1.02M

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