INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco High Yield Equity Dividend Achievers ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$473,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-9.54%
quarter
Invesco High Yield Equity 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 | -50K | $18.59 | 25.45K | |
| Q2 2022 | share | Decrease | -3.39% | -894 shares | -52K | $20.55 | 25.45K |
| Q1 2022 | share | Decrease | -0.11% | -28 shares | 20K | $21.83 | 26.34K |
| Q4 2021 | share | 0.00% | 0 shares | 33K | $21.02 | 26.37K | |
| Q3 2021 | share | 0.00% | 0 shares | -23K | $19.67 | 26.37K | |
| Q2 2021 | share | 0.00% | 0 shares | 11K | $20.31 | 26.37K | |
| Q1 2021 | share | 0.00% | 0 shares | 76K | $19.72 | 26.37K | |
| Q4 2020 | share | 0.00% | 0 shares | 79K | $16.75 | 26.37K | |
| Q3 2020 | share | Decrease | -4.21% | -1.15K shares | -18K | $13.69 | 26.37K |
| Q2 2020 | share | Increase | +1.47% | 400 shares | 46K | $13.59 | 27.53K |
| Q1 2020 | share | Decrease | -3.38% | -950 shares | -182K | $12.03 | 27.13K |
| Q4 2019 | share | 0.00% | 0 shares | 19K | $17.42 | 28.08K | |
| Q3 2019 | share | 0.00% | 0 shares | 5K | $16.61 | 28.08K | |
| Q2 2019 | share | 0.00% | 0 shares | 7K | $16.29 | 28.08K | |
| Q1 2019 | share | Decrease | -0.35% | -100 shares | 56K | $15.9 | 28.08K |
| Q4 2018 | share | Increase | 0.00% | 28.18K shares | 446K | $13.96 | 28.18K |