LAUREL WEALTH PLANNING LLC – Invesco S&P 500 Low Volatility ETF Transaction History
LAUREL WEALTH PLANNING LLC portfolio value:
$2.28M
portfolio value
LAUREL WEALTH PLANNING 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 | 0.00% | 0 shares | -164K | $57.83 | 39.45K | |
| Q2 2022 | share | Decrease | -2.67% | -1.08K shares | -273K | $62 | 39.45K |
| Q1 2022 | share | Decrease | -7.54% | -3.30K shares | -290K | $67.09 | 40.53K |
| Q4 2021 | share | Decrease | -17.73% | -9.44K shares | -233K | $68.43 | 43.84K |
| Q3 2021 | share | Decrease | -4.87% | -2.72K shares | -170K | $60.66 | 53.28K |
| Q2 2021 | share | Decrease | -0.97% | -546 shares | 123K | $60.48 | 56.01K |
| Q1 2021 | share | Decrease | -3.48% | -2.03K shares | -6K | $57.51 | 56.56K |
| Q4 2020 | share | Increase | 0.00% | 58.59K shares | 3.29M | $55.37 | 58.59K |