INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco Dividend Achievers ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.32M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.29%
quarter
Invesco Dividend Achievers ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -89K | $32.34 | 40.91K | |
| Q2 2022 | share | 0.00% | 0 shares | -161K | $34.51 | 40.91K | |
| Q1 2022 | share | 0.00% | 0 shares | -52K | $38.45 | 40.91K | |
| Q4 2021 | share | 0.00% | 0 shares | 154K | $39.74 | 40.91K | |
| Q3 2021 | share | 0.00% | 0 shares | -13K | $35.96 | 40.91K | |
| Q2 2021 | share | Decrease | -0.09% | -35 shares | 68K | $36.1 | 40.91K |
| Q1 2021 | share | Decrease | -0.49% | -200 shares | 63K | $34.27 | 40.94K |
| Q4 2020 | share | 0.00% | 0 shares | 108K | $32.45 | 41.14K | |
| Q3 2020 | share | Decrease | -2.37% | -1K shares | 57K | $29.72 | 41.14K |
| Q2 2020 | share | Increase | +0.48% | 200 shares | 154K | $27.55 | 42.14K |
| Q1 2020 | share | Decrease | -1.31% | -555 shares | -271K | $23.96 | 41.94K |
| Q4 2019 | share | Decrease | -0.47% | -200 shares | 43K | $29.62 | 42.5K |
| Q3 2019 | share | 0.00% | 0 shares | 37K | $28.35 | 42.7K | |
| Q2 2019 | share | Decrease | -2.72% | -1.19K shares | 11K | $27.35 | 42.7K |
| Q1 2019 | share | 0.00% | 0 shares | 130K | $26.24 | 43.89K | |
| Q4 2018 | share | Increase | 0.00% | 43.89K shares | 1.08M | $23.34 | 43.89K |