AWA
Acorn Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $832K | Buy |
7,974
+676
| +9% | +$70.5K | 0.31% | 76 |
|
|
2025
Q1 | $725K | Sell |
7,298
-81
| -1% | -$8.05K | 0.3% | 77 |
|
|
2024
Q4 | $723K | Sell |
7,379
-358
| -5% | -$35.1K | 0.3% | 76 |
|
|
2024
Q3 | $759K | Sell |
7,737
-767
| -9% | -$75.2K | 0.33% | 68 |
|
|
2024
Q2 | $788K | Hold |
8,504
| – | – | 0.39% | 59 |
|
|
2024
Q1 | $797K | Buy |
8,504
+355
| +4% | +$33.3K | 0.42% | 54 |
|
|
2023
Q4 | $695K | Sell |
8,149
-1,106
| -12% | -$94.4K | 0.41% | 56 |
|
|
2023
Q3 | $723K | Sell |
9,255
-498
| -5% | -$38.9K | 0.48% | 48 |
|
|
2023
Q2 | $780K | Buy |
9,753
+1,842
| +23% | +$147K | 0.53% | 43 |
|
|
2023
Q1 | $602K | Sell |
7,911
-575
| -7% | -$43.8K | 0.44% | 48 |
|
|
2022
Q4 | $627K | Buy |
8,486
+1,488
| +21% | +$110K | 0.48% | 45 |
|
|
2022
Q3 | $470K | Sell |
6,998
-25
| -0.4% | -$1.68K | 0.39% | 62 |
|
|
2022
Q2 | $491K | Buy |
+7,023
| New | +$491K | 0.39% | 65 |
|