CURI WEALTH MANAGEMENT, LLC – Invesco S&P 500 Equal Weight Technology ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$1.69M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.20%
quarter
Invesco S&P 500 Equal Weight Technology ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.51% | 183 shares | -31K | $226.41 | 7.46K |
| Q2 2022 | share | Increase | +10.45% | 689 shares | -185K | $236.33 | 7.28K |
| Q1 2022 | share | Decrease | -7.97% | -571 shares | -415K | $289.14 | 6.59K |
| Q4 2021 | share | Increase | +22.63% | 1.32K shares | 637K | $324.97 | 7.16K |
| Q3 2021 | share | Increase | +9.17% | 491 shares | 132K | $288.22 | 5.84K |
| Q2 2021 | share | Increase | +15.22% | 707 shares | 299K | $289.7 | 5.35K |
| Q1 2021 | share | Increase | +13.02% | 535 shares | 211K | $269.16 | 4.64K |
| Q4 2020 | share | Increase | 0.00% | 4.11K shares | 1.04M | $252.46 | 4.11K |