INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco FTSE RAFI US 1500 Small-Mid ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$675,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-4.98%
quarter
Invesco FTSE RAFI US 1500 Small-Mid ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.49% | -70 shares | -46K | $145.71 | 4.63K |
| Q2 2022 | share | Decrease | -0.53% | -25 shares | -142K | $153.34 | 4.7K |
| Q1 2022 | share | Decrease | -0.25% | -12 shares | -45K | $182.67 | 4.72K |
| Q4 2021 | share | 0.00% | 0 shares | 44K | $191.78 | 4.73K | |
| Q3 2021 | share | 0.00% | 0 shares | -21K | $182.49 | 4.73K | |
| Q2 2021 | share | Decrease | -1.54% | -74 shares | 37K | $186.39 | 4.73K |
| Q1 2021 | share | 0.00% | 0 shares | 122K | $175.53 | 4.81K | |
| Q4 2020 | share | 0.00% | 0 shares | 163K | $149.92 | 4.81K | |
| Q3 2020 | share | 0.00% | 0 shares | 26K | $116.06 | 4.81K | |
| Q2 2020 | share | 0.00% | 0 shares | 107K | $110.38 | 4.81K | |
| Q1 2020 | share | Decrease | -1.25% | -61 shares | -236K | $88.13 | 4.81K |
| Q4 2019 | share | 0.00% | 0 shares | 48K | $134.03 | 4.87K | |
| Q3 2019 | share | 0.00% | 0 shares | -4K | $123.81 | 4.87K | |
| Q2 2019 | share | 0.00% | 0 shares | 0 | $124.19 | 4.87K | |
| Q1 2019 | share | 0.00% | 0 shares | 68K | $123.58 | 4.87K | |
| Q4 2018 | share | Increase | 0.00% | 4.87K shares | 554K | $109.94 | 4.87K |