9258 Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $213K | Sell |
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|
2024
Q2 | $210K | Sell |
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|
2024
Q1 | $228K | Sell |
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|
2023
Q4 | $221K | Buy |
|
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|
2023
Q3 | – | Sell |
|
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $306K | Sell |
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|
2022
Q1 | $371K | Buy |
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|
2021
Q4 | $239K | Buy |
|