INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco S&P SmallCap Momentum ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$928,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-1.17%
quarter
Invesco S&P SmallCap Momentum ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.97% | 413 shares | 7K | $43.37 | 21.39K |
| Q2 2022 | share | Decrease | -0.12% | -25 shares | -170K | $43.88 | 20.97K |
| Q1 2022 | share | 0.00% | 0 shares | -94K | $51.94 | 21.00K | |
| Q4 2021 | share | 0.00% | 0 shares | 66K | $56.44 | 21.00K | |
| Q3 2021 | share | 0.00% | 0 shares | -30K | $53.26 | 21.00K | |
| Q2 2021 | share | 0.00% | 0 shares | 56K | $54.69 | 21.00K | |
| Q1 2021 | share | Decrease | -9.63% | -2.23K shares | -10K | $52 | 21.00K |
| Q4 2020 | share | Decrease | -4.13% | -1K shares | 133K | $47.38 | 23.24K |
| Q3 2020 | share | 0.00% | 0 shares | 94K | $39.91 | 24.24K | |
| Q2 2020 | share | Decrease | -0.12% | -30 shares | 165K | $35.95 | 24.24K |
| Q1 2020 | share | Decrease | -2.97% | -743 shares | -275K | $29.05 | 24.27K |
| Q4 2019 | share | 0.00% | 0 shares | 54K | $38.84 | 25.01K | |
| Q3 2019 | share | 0.00% | 0 shares | -6K | $36.6 | 25.01K | |
| Q2 2019 | share | 0.00% | 0 shares | 27K | $36.75 | 25.01K | |
| Q1 2019 | share | 0.00% | 0 shares | 139K | $35.63 | 25.01K | |
| Q4 2018 | share | Increase | 0.00% | 25.01K shares | 772K | $30.19 | 25.01K |