INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco S&P 500 Equal Weight ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$564,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.18%
quarter
Invesco S&P 500 Equal Weight ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.77% | 77 shares | -20K | $127.28 | 4.43K |
| Q2 2022 | share | Decrease | -4.75% | -217 shares | -137K | $134.23 | 4.35K |
| Q1 2022 | share | Decrease | -6.41% | -313 shares | -74K | $157.71 | 4.57K |
| Q4 2021 | share | Increase | +0.04% | 2 shares | 64K | $162.75 | 4.88K |
| Q3 2021 | share | Decrease | -0.22% | -11 shares | -7K | $149.82 | 4.88K |
| Q2 2021 | share | Increase | +11.41% | 501 shares | 116K | $150.17 | 4.89K |
| Q1 2021 | share | Decrease | -21.99% | -1.23K shares | -96K | $140.74 | 4.39K |
| Q4 2020 | share | Decrease | -0.04% | -2 shares | 109K | $126.13 | 5.63K |
| Q3 2020 | share | Decrease | -7.14% | -433 shares | -8K | $106.54 | 5.63K |
| Q2 2020 | share | Increase | +1.02% | 61 shares | 113K | $99.82 | 6.06K |
| Q1 2020 | share | Decrease | -1.12% | -68 shares | -199K | $82.08 | 6.00K |
| Q4 2019 | share | Increase | +0.28% | 17 shares | 49K | $111.9 | 6.07K |
| Q3 2019 | share | Increase | +5.88% | 336 shares | 37K | $104.09 | 6.05K |
| Q2 2019 | share | Decrease | -2.21% | -129 shares | 6K | $103.33 | 5.71K |
| Q1 2019 | share | Decrease | -2.97% | -179 shares | 60K | $99.65 | 5.84K |
| Q4 2018 | share | Increase | 0.00% | 6.02K shares | 551K | $86.81 | 6.02K |