Plum Street Advisors, LLC Invesco S&P 500 Equal Weight E Transaction History

Plum Street Advisors, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 May 29, 2025	SELL	$162.83 - $179.16 $46,895 - $51,598	-288 Reduced 10.18%	2,541 $455 Million
Q2 2024 May 29, 2025	BUY	$159.21 - $168.37 $45,852 - $48,490	288 Added 11.33%	2,829 $465 Million
Q1 2024 May 29, 2025	SELL	$153.84 - $169.37 $196,761 - $216,624	-1,279 Reduced 33.48%	2,541 $455 Million
Q4 2023 May 29, 2025	BUY	$133.66 - $158.41 $510,581 - $605,126	3,820 New	3,820 $603 Million

2,226

281M

11.5M

15.1M

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