INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco S&P MidCap Momentum ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.55M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-1.93%
quarter
Invesco S&P MidCap Momentum ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.28% | -143 shares | -80K | $69.77 | 50.91K |
| Q2 2022 | share | Decrease | -0.70% | -358 shares | -806K | $71.14 | 51.06K |
| Q1 2022 | share | Decrease | -0.07% | -38 shares | -241K | $86.32 | 51.41K |
| Q4 2021 | share | Decrease | -1.46% | -762 shares | 285K | $90.71 | 51.45K |
| Q3 2021 | share | Decrease | -0.33% | -174 shares | -92K | $84.14 | 52.21K |
| Q2 2021 | share | Decrease | -0.44% | -233 shares | 76K | $85.59 | 52.39K |
| Q1 2021 | share | Decrease | -4.09% | -2.24K shares | 116K | $83.74 | 52.62K |
| Q4 2020 | share | Decrease | -5.22% | -3.02K shares | 460K | $78.16 | 54.86K |
| Q3 2020 | share | Increase | +0.02% | 13 shares | 401K | $66.1 | 57.88K |
| Q2 2020 | share | Increase | +1.23% | 704 shares | 626K | $59.05 | 57.87K |
| Q1 2020 | share | Decrease | -11.06% | -7.10K shares | -1.12M | $48.81 | 57.17K |
| Q4 2019 | share | Decrease | -0.81% | -524 shares | 154K | $60.5 | 64.27K |
| Q3 2019 | share | Decrease | -1.32% | -870 shares | -87K | $57.5 | 64.80K |
| Q2 2019 | share | Decrease | -4.44% | -3.05K shares | -25K | $57.87 | 65.67K |
| Q1 2019 | share | Decrease | -0.09% | -65 shares | 794K | $55.64 | 68.72K |
| Q4 2018 | share | Increase | 0.00% | 68.79K shares | 3.09M | $44.23 | 68.79K |