SAX WEALTH ADVISORS, LLC – Invesco Preferred ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$1.69M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-3.73%
quarter
Invesco Preferred ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.21% | 4.44K shares | -11K | $11.88 | 142.85K |
| Q2 2022 | share | Decrease | -20.58% | -35.86K shares | -657K | $12.34 | 138.41K |
| Q1 2022 | share | Increase | +3.83% | 6.69K shares | -159K | $13.57 | 181.31K |
| Q4 2021 | share | Increase | +9.70% | 15.43K shares | 227K | $14.96 | 174.61K |
| Q3 2021 | share | Increase | +8.24% | 12.11K shares | 139K | $14.91 | 159.17K |
| Q2 2021 | share | Increase | +14.84% | 19K shares | 332K | $15.02 | 147.06K |
| Q1 2021 | share | Increase | +12.39% | 14.11K shares | 182K | $14.53 | 128.06K |
| Q4 2020 | share | Increase | 0.00% | 113.94K shares | 1.73M | $14.6 | 113.94K |