LAUREL WEALTH PLANNING LLC – Invesco MSCI Sustainable Future ETF Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$572,000
portfolio value
LAUREL WEALTH PLANNING LLC quarter portfolio value change:
-9.22%
quarter
Invesco MSCI Sustainable Future ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -59K | $48.74 | 11.74K | |
| Q2 2022 | share | Decrease | -15.80% | -2.20K shares | -226K | $53.69 | 11.74K |
| Q1 2022 | share | Decrease | -12.47% | -1.98K shares | -206K | $61.44 | 13.94K |
| Q4 2021 | share | Decrease | -33.96% | -8.19K shares | -465K | $66.6 | 15.93K |
| Q3 2021 | share | Increase | +2.60% | 611 shares | -100K | $63.32 | 24.12K |
| Q2 2021 | share | Increase | +2.08% | 480 shares | -112K | $69.06 | 23.51K |
| Q1 2021 | share | Increase | +4.83% | 1.06K shares | 89K | $65.54 | 23.03K |
| Q4 2020 | share | Increase | 0.00% | 21.97K shares | 1.65M | $65.1 | 21.97K |