PRINCIPLE WEALTH PARTNERS LLC – Invesco FTSE RAFI US 1500 Small-Mid ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$520,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | +3.54% | 122 shares | -9K | $145.71 | 3.57K |
| Q2 2022 | share | Increase | +5.64% | 184 shares | -67K | $153.34 | 3.44K |
| Q1 2022 | share | Increase | +69.08% | 1.33K shares | 226K | $182.67 | 3.26K |
| Q4 2021 | share | Increase | 0.00% | 1.93K shares | 370K | $191.78 | 1.93K |
| Q1 2020 | share | Decrease | -100.00% | -7.82K shares | -1.06M | $88.13 | 0 |
| Q4 2019 | share | Decrease | -19.29% | -1.87K shares | -161K | $134.03 | 7.82K |
| Q3 2019 | share | Decrease | -19.60% | -2.36K shares | -309K | $123.81 | 9.69K |
| Q2 2019 | share | Decrease | -10.69% | -1.44K shares | -183K | $124.19 | 12.05K |
| Q1 2019 | share | Decrease | -3.57% | -500 shares | 131K | $123.58 | 13.49K |
| Q4 2018 | share | Increase | 0.00% | 13.99K shares | 1.59M | $109.94 | 13.99K |