9WM
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9258 Wealth Management’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

9258 Wealth Management’s Portfolio RFV Stock Details RFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q3 		$352K Buy
2,970
+132
+5% +$15.6K 0.05% 249
2024
Q2 		$317K Buy
2,838
+19
+0.7% +$2.12K 0.05% 257
2024
Q1 		$336K Buy
+2,819
New +$336K 0.05% 252