BEAM WEALTH ADVISORS, INC. – Invesco DWA Healthcare Momentum ETF Transaction History
BEAM WEALTH ADVISORS, INC. portfolio value:
$1.68M
portfolio value
BEAM WEALTH ADVISORS, INC. quarter portfolio value change:
+5.62%
quarter
Invesco DWA Healthcare Momentum ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.20% | 165 shares | 109K | $121.21 | 13.92K |
| Q2 2022 | share | Increase | +33.30% | 3.43K shares | 190K | $114.76 | 13.76K |
| Q1 2022 | share | Increase | +5.22% | 512 shares | -132K | $134.56 | 10.32K |
| Q4 2021 | share | Decrease | -2.39% | -240 shares | -98K | $154.39 | 9.81K |
| Q3 2021 | share | Decrease | -3.86% | -404 shares | -120K | $161.01 | 10.05K |
| Q2 2021 | share | Decrease | -33.34% | -5.23K shares | -725K | $166.3 | 10.45K |
| Q1 2021 | share | Increase | +1.38% | 214 shares | -13K | $157.04 | 15.68K |
| Q4 2020 | share | Decrease | -19.20% | -3.67K shares | -126K | $160.07 | 15.47K |
| Q3 2020 | share | Increase | +1.40% | 265 shares | 259K | $135.92 | 19.15K |
| Q2 2020 | share | Increase | +21.44% | 3.33K shares | 1.01M | $122.25 | 18.88K |
| Q1 2020 | share | Increase | 0.00% | 15.55K shares | 1.32M | $85.26 | 15.55K |