Invesco Exchange Traded Fd T dwa basic matl shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Invesco Exchange Traded Fd T dwa basic matl (PYZ) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Invesco Exchange Traded Fd T dwa basic matl
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Quarterly reported holdings in Invesco Exchange Traded Fd T dwa basic matl by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $987k | 10k | 95.84 |
| 2024-06-30 | $901k | 10k | 87.43 |
| 2024-03-31 | $957k | 10k | 92.90 |
| 2023-12-31 | $881k | 10k | 85.55 |
| 2023-09-30 | $819k | 10k | 78.55 |
| 2023-06-30 | $894k | 10k | 85.74 |
| 2023-03-31 | $895k | 11k | 85.01 |
| 2022-12-31 | $854k | 11k | 79.06 |
| 2022-09-30 | $772k | 11k | 69.86 |
| 2022-06-30 | $798k | 11k | 72.22 |
| 2022-03-31 | $1.1M | 11k | 98.73 |
| 2021-12-31 | $1.0M | 11k | 94.57 |
| 2021-09-30 | $943k | 11k | 84.76 |
| 2021-06-30 | $988k | 11k | 88.02 |
| 2021-03-31 | $932k | 11k | 83.03 |
| 2020-12-31 | $803k | 11k | 71.54 |
| 2020-09-30 | $678k | 12k | 55.46 |
| 2020-06-30 | $624k | 12k | 51.04 |
| 2020-03-31 | $736k | 18k | 41.06 |
| 2019-12-31 | $1.7M | 26k | 62.97 |
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