LEGACY WEALTH PLANNING, LLC – Invesco Ultra Short Duration ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$1.23M
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-0.32%
quarter
Invesco Ultra Short Duration ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -19.59% | -6.08K shares | -306K | $49.39 | 24.96K |
| Q2 2022 | share | Decrease | -24.02% | -9.81K shares | -498K | $49.55 | 31.05K |
| Q1 2022 | share | Increase | +3.47% | 1.37K shares | 50K | $49.83 | 40.86K |
| Q4 2021 | share | Increase | +40.40% | 11.36K shares | 567K | $50.27 | 39.49K |
| Q3 2021 | share | Increase | +3.43% | 934 shares | 47K | $50.43 | 28.13K |
| Q2 2021 | share | Decrease | -2.64% | -738 shares | -37K | $50.38 | 27.19K |
| Q1 2021 | share | Decrease | -42.13% | -20.33K shares | -1.03M | $50.3 | 27.93K |
| Q4 2020 | share | Decrease | -73.04% | -130.80K shares | -6.60M | $50.31 | 48.27K |
| Q3 2020 | share | Decrease | -3.64% | -6.76K shares | -327K | $50.15 | 179.07K |
| Q2 2020 | share | Increase | +668.82% | 161.67K shares | 8.18M | $49.95 | 185.84K |
| Q1 2020 | share | Increase | 0.00% | 24.17K shares | 1.19M | $48.61 | 24.17K |