INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco DWA Momentum ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.64M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-0.76%
quarter
Invesco DWA Momentum ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.36% | -193 shares | -41K | $67.58 | 53.94K |
| Q2 2022 | share | Decrease | -0.46% | -252 shares | -720K | $68.1 | 54.14K |
| Q1 2022 | share | Decrease | -0.68% | -374 shares | -769K | $81.02 | 54.39K |
| Q4 2021 | share | Decrease | -0.88% | -484 shares | 233K | $94.63 | 54.76K |
| Q3 2021 | share | Decrease | -0.01% | -6 shares | -9K | $89.46 | 55.25K |
| Q2 2021 | share | 0.00% | 0 shares | 248K | $89.62 | 55.25K | |
| Q1 2021 | share | Decrease | -1.22% | -680 shares | -204K | $85.13 | 55.25K |
| Q4 2020 | share | Decrease | -2.90% | -1.67K shares | 504K | $87.75 | 55.93K |
| Q3 2020 | share | Increase | +0.07% | 41 shares | 527K | $76.45 | 57.60K |
| Q2 2020 | share | Increase | +0.03% | 20 shares | 772K | $67.35 | 57.56K |
| Q1 2020 | share | Decrease | -3.95% | -2.36K shares | -751K | $53.94 | 57.54K |
| Q4 2019 | share | Increase | +0.12% | 73 shares | 212K | $64.24 | 59.91K |
| Q3 2019 | share | Decrease | -0.17% | -100 shares | 28K | $60.74 | 59.84K |
| Q2 2019 | share | Decrease | -6.99% | -4.50K shares | -37K | $60.1 | 59.94K |
| Q1 2019 | share | Decrease | -2.06% | -1.35K shares | 464K | $56.43 | 64.44K |
| Q4 2018 | share | Increase | 0.00% | 65.79K shares | 3.18M | $48.25 | 65.79K |