INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco S&P 500 Quality ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.21M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.38%
quarter
Invesco S&P 500 Quality ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -69K | $39.74 | 30.49K | |
| Q2 2022 | share | 0.00% | 0 shares | -241K | $42 | 30.49K | |
| Q1 2022 | share | 0.00% | 0 shares | -100K | $49.91 | 30.49K | |
| Q4 2021 | share | 0.00% | 0 shares | 142K | $53.21 | 30.49K | |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $48.55 | 30.49K | |
| Q2 2021 | share | 0.00% | 0 shares | 130K | $48.43 | 30.49K | |
| Q1 2021 | share | Decrease | -1.63% | -505 shares | 47K | $44.04 | 30.49K |
| Q4 2020 | share | Decrease | -2.53% | -805 shares | 76K | $41.7 | 30.99K |
| Q3 2020 | share | Decrease | -24.96% | -10.57K shares | -272K | $38.12 | 31.8K |
| Q2 2020 | share | Increase | +1.34% | 559 shares | 249K | $34.78 | 42.37K |
| Q1 2020 | share | Decrease | -1.18% | -500 shares | -296K | $29.27 | 41.81K |
| Q4 2019 | share | Increase | +1.44% | 599 shares | 149K | $35.52 | 42.31K |
| Q3 2019 | share | Increase | +1.14% | 471 shares | 33K | $32.43 | 41.72K |
| Q2 2019 | share | Increase | +1.97% | 797 shares | 65K | $31.87 | 41.24K |
| Q1 2019 | share | Increase | +2.45% | 968 shares | 203K | $30.81 | 40.45K |
| Q4 2018 | share | Increase | 0.00% | 39.48K shares | 1.09M | $26.58 | 39.48K |