OCTAVIA WEALTH ADVISORS, LLC – Invesco KBW Bank ETF Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$6.03M
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-5.10%
quarter
Invesco KBW Bank ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -26.77% | -44.87K shares | -2.58M | $49.12 | 122.76K |
| Q2 2022 | share | Increase | +1.66% | 2.73K shares | -1.89M | $51.76 | 167.64K |
| Q1 2022 | share | Increase | +6.11% | 9.49K shares | -32K | $63.74 | 164.91K |
| Q4 2021 | share | Increase | +11.79% | 16.39K shares | 1.29M | $67.92 | 155.41K |
| Q3 2021 | share | Increase | +12.80% | 15.77K shares | 1.31M | $67.1 | 139.01K |
| Q2 2021 | share | Increase | +31.61% | 29.59K shares | 2.14M | $64.06 | 123.24K |
| Q1 2021 | share | Increase | 0.00% | 93.64K shares | 5.79M | $61.24 | 93.64K |