MASCOMA WEALTH MANAGEMENT LLC – Invesco FTSE RAFI US 1500 Small-Mid ETF Transaction History
MASCOMA WEALTH MANAGEMENT LLC portfolio value:
$358,000
portfolio value
MASCOMA 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 | 0.00% | 0 shares | -18K | $145.71 | 2.45K | |
| Q2 2022 | share | 0.00% | 0 shares | -72K | $153.34 | 2.45K | |
| Q1 2022 | share | 0.00% | 0 shares | -23K | $182.67 | 2.45K | |
| Q4 2021 | share | 0.00% | 0 shares | 23K | $191.78 | 2.45K | |
| Q3 2021 | share | 0.00% | 0 shares | -11K | $182.49 | 2.45K | |
| Q2 2021 | share | 0.00% | 0 shares | 26K | $186.39 | 2.45K | |
| Q1 2021 | share | 0.00% | 0 shares | 62K | $175.53 | 2.45K | |
| Q4 2020 | share | 0.00% | 0 shares | 59K | $149.92 | 2.45K | |
| Q3 2019 | share | 0.00% | 0 shares | -1K | $123.81 | 2.45K | |
| Q2 2019 | share | Increase | 0.00% | 2.45K shares | 313K | $124.19 | 2.45K |