CEDAR WEALTH MANAGEMENT, LLC – Invesco FTSE RAFI US 1500 Small-Mid ETF Transaction History
CEDAR WEALTH MANAGEMENT, LLC portfolio value:
$15,000
portfolio value
CEDAR 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 | Increase | +29.87% | 23 shares | 3K | $145.71 | 100 |
| Q2 2022 | share | Decrease | -8.33% | -7 shares | -3K | $153.34 | 77 |
| Q1 2022 | share | Decrease | -26.32% | -30 shares | -7K | $182.67 | 84 |
| Q4 2021 | share | 0.00% | 0 shares | 1K | $191.78 | 114 | |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $182.49 | 114 | |
| Q2 2021 | share | Decrease | -21.92% | -32 shares | -5K | $186.39 | 114 |
| Q1 2021 | share | 0.00% | 0 shares | 4K | $175.53 | 146 | |
| Q4 2020 | share | 0.00% | 0 shares | 5K | $149.92 | 146 | |
| Q3 2020 | share | Decrease | -58.99% | -210 shares | -23K | $116.06 | 146 |
| Q2 2020 | share | Decrease | -89.47% | -3.02K shares | -262K | $110.38 | 356 |
| Q1 2020 | share | Increase | +753.54% | 2.98K shares | 248K | $88.13 | 3.38K |
| Q4 2019 | share | Decrease | -2.46% | -10 shares | 2K | $134.03 | 396 |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $123.81 | 406 | |
| Q2 2019 | share | Increase | 0.00% | 406 shares | 52K | $124.19 | 406 |