BURT WEALTH ADVISORS – Invesco FTSE RAFI US 1000 ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$602,000
portfolio value
BURT WEALTH ADVISORS 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 | Increase | +92.50% | 2.08K shares | 268K | $138.77 | 4.33K |
| Q2 2022 | share | Increase | +49.50% | 746 shares | 77K | $148.2 | 2.25K |
| Q1 2022 | share | 0.00% | 0 shares | -2K | $170.86 | 1.50K | |
| Q4 2021 | share | 0.00% | 0 shares | 20K | $171.6 | 1.50K | |
| Q3 2021 | share | Decrease | -7.66% | -125 shares | -23K | $158.36 | 1.50K |
| Q2 2021 | share | 0.00% | 0 shares | 14K | $159.64 | 1.63K | |
| Q1 2021 | share | 0.00% | 0 shares | 31K | $150.5 | 1.63K | |
| Q4 2020 | share | 0.00% | 0 shares | 31K | $131.58 | 1.63K | |
| Q3 2020 | share | 0.00% | 0 shares | 9K | $111.9 | 1.63K | |
| Q2 2020 | share | Decrease | -79.28% | -6.24K shares | -551K | $105.94 | 1.63K |
| Q1 2020 | share | Increase | 0.00% | 7.87K shares | 728K | $89.86 | 7.87K |
| Q2 2019 | share | Decrease | -100.00% | -40 shares | -5K | $111.02 | 0 |
| Q1 2019 | share | Decrease | -99.36% | -6.21K shares | -631K | $107.31 | 40 |
| Q4 2018 | share | Increase | +15547.50% | 6.21K shares | 631K | $95.77 | 6.25K |
| Q3 2018 | share | Decrease | -97.65% | -1.66K shares | -187K | $111.23 | 40 |
| Q2 2018 | share | Increase | 0.00% | 1.70K shares | 192K | $104.9 | 1.70K |