LEGACY WEALTH PLANNING, LLC – Invesco Preferred ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$372,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-3.73%
quarter
Invesco Preferred ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.48% | 3.22K shares | 26K | $11.88 | 31.27K |
| Q2 2022 | share | Increase | +30.28% | 6.52K shares | 54K | $12.34 | 28.05K |
| Q1 2022 | share | Increase | +22.41% | 3.94K shares | 28K | $13.57 | 21.53K |
| Q4 2021 | share | Decrease | -7.63% | -1.45K shares | -22K | $14.96 | 17.59K |
| Q3 2021 | share | Decrease | -6.29% | -1.27K shares | -25K | $14.91 | 19.04K |
| Q2 2021 | share | Decrease | -3.09% | -649 shares | -4K | $15.02 | 20.32K |
| Q1 2021 | share | Decrease | -9.49% | -2.19K shares | -39K | $14.53 | 20.97K |
| Q4 2020 | share | Decrease | -73.16% | -63.15K shares | -918K | $14.6 | 23.17K |
| Q3 2020 | share | Decrease | -0.68% | -593 shares | 45K | $13.92 | 86.32K |
| Q2 2020 | share | Decrease | -12.29% | -12.18K shares | -77K | $13.17 | 86.91K |
| Q1 2020 | share | Increase | +15.20% | 13.07K shares | 13K | $12.11 | 99.09K |
| Q4 2019 | share | Increase | 0.00% | 86.02K shares | 1.29M | $13.63 | 86.02K |