Source Financial Advisors LLC Invesco ETF Tr Ii S&P 500 High Transaction History

Source Financial Advisors LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 May 16, 2022	SELL	$68.15 - $80.89 $1.22 Million - $1.44 Million	-17,838 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$73.77 - $82.68 $30,393 - $34,064	-412 Reduced 2.26%	17,838 $1.41 Million
Q3 2021 Nov 15, 2021	SELL	$68.02 - $76.39 $30,881 - $34,681	-454 Reduced 2.43%	18,250 $1.33 Million
Q2 2021 Aug 16, 2021	BUY	$68.88 - $78.51 $10,469 - $11,933	152 Added 0.82%	18,704 $1.41 Million
Q1 2021 May 17, 2021	BUY	$55.95 - $72.6 $30,604 - $39,712	547 Added 3.04%	18,552 $1.29 Million
Q4 2020 Feb 16, 2021	BUY	$41.1 - $57.87 $740,005 - $1.04 Million	18,005 New	18,005 $1.02 Million

126

3.05M

109K

99K

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