DESTINATION WEALTH MANAGEMENT – Invesco California AMT-Free Municipal Bond ETF Transaction History
DESTINATION WEALTH MANAGEMENT portfolio value:
$500,000
portfolio value
DESTINATION WEALTH MANAGEMENT quarter portfolio value change:
-4.73%
quarter
Invesco California AMT-Free Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -24K | $23.17 | 21.56K | |
| Q2 2022 | share | 0.00% | 0 shares | -32K | $24.32 | 21.56K | |
| Q1 2022 | share | Decrease | -21.45% | -5.88K shares | -210K | $25.8 | 21.56K |
| Q4 2021 | share | Increase | +39.25% | 7.73K shares | 219K | $27.94 | 27.45K |
| Q3 2021 | share | Decrease | -21.32% | -5.34K shares | -157K | $27.65 | 19.71K |
| Q2 2021 | share | 0.00% | 0 shares | 11K | $27.85 | 25.05K | |
| Q1 2021 | share | Increase | +33.06% | 6.22K shares | 166K | $27.26 | 25.05K |
| Q4 2020 | share | Increase | +6.74% | 1.18K shares | 40K | $27.42 | 18.83K |
| Q3 2020 | share | 0.00% | 0 shares | 6K | $26.87 | 17.64K | |
| Q2 2020 | share | 0.00% | 0 shares | 5K | $26.42 | 17.64K | |
| Q1 2020 | share | Decrease | -0.24% | -43 shares | -8K | $25.95 | 17.64K |
| Q4 2019 | share | Decrease | -0.17% | -31 shares | -1K | $26.14 | 17.68K |
| Q3 2019 | share | Increase | +22.88% | 3.29K shares | 98K | $25.98 | 17.71K |
| Q2 2019 | share | Increase | +116.47% | 7.75K shares | 212K | $25.37 | 14.41K |
| Q1 2019 | share | 0.00% | 0 shares | 3K | $24.7 | 6.66K | |
| Q4 2018 | share | 0.00% | 0 shares | 2K | $24.04 | 6.66K | |
| Q3 2018 | share | 0.00% | 0 shares | -2K | $23.62 | 6.66K | |
| Q2 2018 | share | Increase | 0.00% | 6.66K shares | 172K | $23.79 | 6.66K |