PRINCIPLE WEALTH PARTNERS LLC – Invesco FTSE RAFI US 1000 ETF Transaction History
PRINCIPLE WEALTH PARTNERS LLC portfolio value:
$860,000
portfolio value
PRINCIPLE WEALTH PARTNERS 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 | 0.00% | 0 shares | -58K | $138.77 | 6.19K | |
| Q2 2022 | share | 0.00% | 0 shares | -140K | $148.2 | 6.19K | |
| Q1 2022 | share | 0.00% | 0 shares | -6K | $170.86 | 6.19K | |
| Q4 2021 | share | 0.00% | 0 shares | 83K | $171.6 | 6.19K | |
| Q3 2021 | share | 0.00% | 0 shares | -12K | $158.36 | 6.19K | |
| Q2 2021 | share | 0.00% | 0 shares | 54K | $159.64 | 6.19K | |
| Q1 2021 | share | 0.00% | 0 shares | 114K | $150.5 | 6.19K | |
| Q4 2020 | share | Decrease | -7.88% | -530 shares | 60K | $131.58 | 6.19K |
| Q3 2020 | share | Decrease | -23.50% | -2.06K shares | -187K | $111.9 | 6.72K |
| Q2 2020 | share | 0.00% | 0 shares | 140K | $105.94 | 8.78K | |
| Q1 2020 | share | Decrease | -56.45% | -11.39K shares | -1.74M | $89.86 | 8.78K |
| Q4 2019 | share | Decrease | -13.67% | -3.19K shares | -198K | $122.03 | 20.18K |
| Q3 2019 | share | Increase | +8.21% | 1.77K shares | 235K | $112.83 | 23.37K |
| Q2 2019 | share | Increase | +5.91% | 1.20K shares | 207K | $111.02 | 21.60K |
| Q1 2019 | share | Increase | +820.49% | 18.18K shares | 66K | $107.31 | 20.39K |
| Q4 2018 | share | Increase | 0.00% | 2.21K shares | 2.24M | $95.77 | 2.21K |