HERITAGE WEALTH MANAGEMENT, LLC – Invesco S&P 500 Low Volatility ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$500,000
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.73%
quarter
Invesco S&P 500 Low Volatility ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.16% | -14 shares | -37.37K | $57.83 | 8.65K |
| Q2 2022 | share | Decrease | -21.79% | -2.41K shares | -205.62K | $62 | 8.66K |
| Q1 2022 | share | Decrease | -25.69% | -3.83K shares | -164K | $67.09 | 11.08K |
| Q3 2021 | share | Decrease | -14.68% | -2.56K shares | -157K | $60.66 | 14.91K |
| Q2 2021 | share | Increase | 0.00% | 17.47K shares | 1.06M | $60.48 | 17.47K |