SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Invesco National AMT-Free Municipal Bond ETF Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$1.42M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. quarter portfolio value change:
-5.80%
quarter
Invesco National AMT-Free Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -40.37% | -43.70K shares | -1.11M | $22.08 | 64.54K |
| Q2 2022 | share | Decrease | -4.15% | -4.68K shares | -278K | $23.44 | 108.24K |
| Q1 2022 | share | Increase | +0.19% | 219 shares | -241K | $24.93 | 112.93K |
| Q4 2021 | share | Decrease | -19.75% | -27.73K shares | -717K | $27.1 | 112.71K |
| Q3 2021 | share | Decrease | -9.45% | -14.66K shares | -455K | $26.76 | 140.45K |
| Q2 2021 | share | Decrease | -14.66% | -26.64K shares | -636K | $27 | 155.11K |
| Q1 2021 | share | Decrease | -2.34% | -4.34K shares | -181K | $26.35 | 181.75K |
| Q4 2020 | share | Increase | +50.59% | 62.51K shares | 1.75M | $26.53 | 186.10K |
| Q3 2020 | share | Increase | +10.76% | 12.00K shares | 327K | $25.91 | 123.58K |
| Q2 2020 | share | Decrease | -4.71% | -5.52K shares | -57K | $25.7 | 111.57K |
| Q1 2020 | share | Decrease | -7.98% | -10.15K shares | -346K | $24.79 | 117.09K |
| Q4 2019 | share | Increase | +0.83% | 1.05K shares | 17K | $25.25 | 127.25K |
| Q3 2019 | share | Increase | +1.11% | 1.38K shares | 88K | $25.16 | 126.20K |
| Q2 2019 | share | Decrease | -5.26% | -6.93K shares | -119K | $24.6 | 124.82K |
| Q1 2019 | share | Increase | +51.92% | 45.03K shares | 1.21M | $23.99 | 131.76K |
| Q4 2018 | share | Increase | 0.00% | 86.73K shares | 2.16M | $23.17 | 86.73K |