STEEL PEAK WEALTH MANAGEMENT LLC – Invesco California AMT-Free Municipal Bond ETF Transaction History
STEEL PEAK WEALTH MANAGEMENT LLC portfolio value:
$2.64M
portfolio value
STEEL PEAK WEALTH MANAGEMENT LLC quarter portfolio value change:
-4.73%
quarter
Invesco California AMT-Free Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -21.53% | -31.30K shares | -893K | $23.17 | 114.08K |
| Q2 2022 | share | Increase | +2.39% | 3.4K shares | -127K | $24.32 | 145.38K |
| Q1 2022 | share | Decrease | -1.08% | -1.55K shares | -342K | $25.8 | 141.98K |
| Q4 2021 | share | Increase | +23.65% | 27.45K shares | 784K | $27.94 | 143.54K |
| Q3 2021 | share | Increase | +2.66% | 3.00K shares | 42K | $27.65 | 116.08K |
| Q2 2021 | share | Increase | +0.41% | 457 shares | 63K | $27.85 | 113.08K |
| Q1 2021 | share | Increase | +1.33% | 1.48K shares | 4K | $27.26 | 112.62K |
| Q4 2020 | share | Increase | +0.56% | 620 shares | 60K | $27.42 | 111.14K |
| Q3 2020 | share | Increase | +26.37% | 23.06K shares | 665K | $26.87 | 110.52K |
| Q2 2020 | share | Increase | +28.72% | 19.51K shares | 554K | $26.42 | 87.45K |
| Q1 2020 | share | Increase | +4.52% | 2.93K shares | 56K | $25.95 | 67.94K |
| Q4 2019 | share | Increase | 0.00% | 65.00K shares | 1.77M | $26.14 | 65.00K |