SAX WEALTH ADVISORS, LLC – Invesco Taxable Municipal Bond ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$261,000
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-7.47%
quarter
Invesco Taxable Municipal Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.38% | -810 shares | -43K | $25.65 | 10.16K |
| Q2 2022 | share | Decrease | -1.35% | -150 shares | -26K | $27.72 | 10.97K |
| Q1 2022 | share | 0.00% | 0 shares | -37K | $29.67 | 11.12K | |
| Q4 2021 | share | Decrease | -2.11% | -240 shares | -7K | $32.92 | 11.12K |
| Q3 2021 | share | Increase | +38.07% | 3.13K shares | 101K | $32.77 | 11.36K |
| Q2 2021 | share | 0.00% | 0 shares | 9K | $32.82 | 8.23K | |
| Q1 2021 | share | 0.00% | 0 shares | -12K | $31.47 | 8.23K | |
| Q4 2020 | share | Increase | 0.00% | 8.23K shares | 276K | $32.7 | 8.23K |