LAUREL WEALTH PLANNING LLC – Invesco FTSE RAFI US 1000 ETF Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$128,000
portfolio value
LAUREL WEALTH PLANNING LLC quarter portfolio value change:
-6.36%
quarter
Invesco FTSE RAFI US 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -9K | $138.77 | 925 | |
| Q2 2022 | share | 0.00% | 0 shares | -21K | $148.2 | 925 | |
| Q1 2022 | share | Decrease | -23.49% | -284 shares | -50K | $170.86 | 925 |
| Q4 2021 | share | Decrease | -16.45% | -238 shares | -21K | $171.6 | 1.20K |
| Q3 2021 | share | Decrease | -7.12% | -111 shares | -21K | $158.36 | 1.44K |
| Q2 2021 | share | Decrease | -41.67% | -1.11K shares | -155K | $159.64 | 1.55K |
| Q1 2021 | share | 0.00% | 0 shares | 49K | $150.5 | 2.67K | |
| Q4 2020 | share | Increase | 0.00% | 2.67K shares | 356K | $131.58 | 2.67K |