INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco S&P 500 Top 50 ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.67M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.06%
quarter
Invesco S&P 500 Top 50 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.31% | -19 shares | -114K | $269.19 | 6.20K |
| Q2 2022 | share | 0.00% | 0 shares | -404K | $286.57 | 6.22K | |
| Q1 2022 | share | Increase | +0.02% | 1 shares | -109K | $351.48 | 6.22K |
| Q4 2021 | share | 0.00% | 0 shares | 243K | $371.02 | 6.22K | |
| Q3 2021 | share | Increase | +0.02% | 1 shares | 29K | $330.01 | 6.22K |
| Q2 2021 | share | 0.00% | 0 shares | 180K | $324.58 | 6.22K | |
| Q1 2021 | share | Decrease | -0.37% | -23 shares | 64K | $294.92 | 6.22K |
| Q4 2020 | share | Increase | +1.63% | 100 shares | 172K | $282.89 | 6.24K |
| Q3 2020 | share | Increase | +0.02% | 1 shares | 148K | $258.88 | 6.14K |
| Q2 2020 | share | Increase | +3.68% | 218 shares | 303K | $234.36 | 6.14K |
| Q1 2020 | share | Decrease | -1.51% | -91 shares | -246K | $191.94 | 5.92K |
| Q4 2019 | share | 0.00% | 0 shares | 126K | $227.84 | 6.02K | |
| Q3 2019 | share | Decrease | -3.22% | -200 shares | -26K | $206.58 | 6.02K |
| Q2 2019 | share | Decrease | -1.03% | -65 shares | 30K | $203.16 | 6.22K |
| Q1 2019 | share | Decrease | -3.91% | -256 shares | 99K | $195.62 | 6.28K |
| Q4 2018 | share | Increase | 0.00% | 6.54K shares | 1.17M | $172.56 | 6.54K |