KORE PRIVATE WEALTH LLC – Invesco FTSE RAFI US 1500 Small-Mid ETF Transaction History
KORE PRIVATE WEALTH LLC portfolio value:
$2.94M
portfolio value
KORE PRIVATE WEALTH 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 | +3.00% | 590 shares | -64K | $145.71 | 20.23K |
| Q2 2022 | share | Decrease | -5.12% | -1.06K shares | -770K | $153.34 | 19.64K |
| Q1 2022 | share | Increase | +5.22% | 1.02K shares | 10K | $182.67 | 20.70K |
| Q4 2021 | share | Increase | +4.05% | 766 shares | 321K | $191.78 | 19.68K |
| Q3 2021 | share | Increase | +9.25% | 1.60K shares | 217K | $182.49 | 18.91K |
| Q2 2021 | share | Increase | +8.87% | 1.41K shares | 431K | $186.39 | 17.31K |
| Q1 2021 | share | Increase | 0.00% | 15.90K shares | 2.80M | $175.53 | 15.90K |