INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco Dynamic Large Cap Value ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$620,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-4.58%
quarter
Invesco Dynamic Large Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.95% | 426 shares | -11K | $41.65 | 14.87K |
| Q2 2022 | share | Decrease | -0.48% | -69 shares | -79K | $43.65 | 14.45K |
| Q1 2022 | share | Decrease | -0.08% | -11 shares | 2K | $48.9 | 14.51K |
| Q4 2021 | share | Increase | +0.12% | 18 shares | 63K | $48.78 | 14.53K |
| Q3 2021 | share | Increase | +0.15% | 22 shares | 2K | $44.46 | 14.51K |
| Q2 2021 | share | Increase | +0.06% | 8 shares | 25K | $44.13 | 14.49K |
| Q1 2021 | share | Increase | +0.10% | 14 shares | 60K | $42.24 | 14.48K |
| Q4 2020 | share | Increase | +3.65% | 510 shares | 83K | $38.01 | 14.46K |
| Q3 2020 | share | Increase | +0.10% | 14 shares | 7K | $33.32 | 13.95K |
| Q2 2020 | share | Decrease | -1.46% | -207 shares | 42K | $32.61 | 13.94K |
| Q1 2020 | share | Decrease | -5.89% | -885 shares | -196K | $29.07 | 14.15K |
| Q4 2019 | share | Increase | +0.01% | 1 shares | 46K | $39.47 | 15.03K |
| Q3 2019 | share | Decrease | -0.01% | -2 shares | 22K | $36.38 | 15.03K |
| Q2 2019 | share | Decrease | -2.58% | -398 shares | 7K | $34.81 | 15.03K |
| Q1 2019 | share | 0.00% | 0 shares | 43K | $33.25 | 15.43K | |
| Q4 2018 | share | Increase | 0.00% | 15.43K shares | 504K | $30.4 | 15.43K |