MODERA WEALTH MANAGEMENT, LLC – Invesco FTSE RAFI US 1000 ETF Transaction History
MODERA WEALTH MANAGEMENT, LLC portfolio value:
$1.49M
portfolio value
MODERA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.36%
quarter
Invesco FTSE RAFI US 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.98% | -686 shares | -204K | $138.77 | 10.77K |
| Q2 2022 | share | Decrease | -12.48% | -1.63K shares | -539K | $148.2 | 11.46K |
| Q1 2022 | share | Decrease | -3.76% | -512 shares | -99K | $170.86 | 13.09K |
| Q4 2021 | share | Increase | +678.49% | 11.86K shares | 2.06M | $171.6 | 13.60K |
| Q3 2021 | share | 0.00% | 0 shares | -3K | $158.36 | 1.74K | |
| Q2 2021 | share | 0.00% | 0 shares | 15K | $159.64 | 1.74K | |
| Q1 2021 | share | 0.00% | 0 shares | 32K | $150.5 | 1.74K | |
| Q4 2020 | share | Increase | 0.00% | 1.74K shares | 233K | $131.58 | 1.74K |