CURI WEALTH MANAGEMENT, LLC – Invesco S&P 500 Equal Weight ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$331,000
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.18%
quarter
Invesco S&P 500 Equal Weight ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +14.26% | 325 shares | 25K | $127.28 | 2.60K |
| Q2 2022 | share | Increase | +32.81% | 563 shares | 36K | $134.23 | 2.27K |
| Q1 2022 | share | Increase | +98.61% | 852 shares | 130K | $157.71 | 1.71K |
| Q4 2021 | share | Increase | 0.00% | 864 shares | 140K | $162.75 | 864 |
| Q4 2020 | share | Increase | 0.00% | 854 shares | 109K | $126.13 | 854 |