Wmg Financial Advisors, LLC Invesco Dwa Industrials Moment Transaction History

Wmg Financial Advisors, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$154.53 - $172.77 $70,002 - $78,264	453 Added 25.97%	2,197 $379,000
Q2 2025 Jul 24, 2025	BUY	$122.83 - $157.05 $10,317 - $13,192	84 Added 5.06%	1,744 $273,000
Q1 2025 May 06, 2025	BUY	$134.74 - $169.56 $223,668 - $281,469	1,660 New	1,660 $228,000
Q2 2022 Aug 08, 2022	SELL	$79.13 - $98.26 $326,965 - $406,010	-4,132 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$100.21 - $121.54 $414,067 - $502,203	4,132 New	4,132 $483,000

100

1.55M

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