Plante Moran Financial Advisors, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History

Plante Moran Financial Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 08, 2021	SELL	$45.53 - $49.02 $24,813 - $26,715	-545 Closed	0 $0
Q1 2021 May 13, 2021	SELL	$40.49 - $47.72 $1,741 - $2,051	-43 Reduced 7.31%	545 $25,000
Q3 2020 Nov 12, 2020	BUY	$32.11 - $36.44 $3,307 - $3,753	103 Added 21.24%	588 $20,000
Q2 2020 Aug 10, 2020	BUY	$29.54 - $36.83 $3,131 - $3,903	106 Added 27.97%	485 $16,000
Q1 2020 May 07, 2020	BUY	$28.19 - $51.45 $338 - $617	12 Added 3.27%	379 $13,000
Q4 2019 Feb 14, 2020	BUY	$47.97 - $51.5 $17,604 - $18,900	367 New	367 $19,000

123

3.37M

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