AWM
Activest Wealth Management’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Hold |
0
| – | – | – | 1173 |
|
|
2024
Q4 | – | Hold |
0
| – | – | – | 995 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 638 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 581 |
|
|
2024
Q1 | – | Sell |
-17,115
| Closed | -$755K | – | 398 |
|
|
2023
Q4 | $755K | Buy |
17,115
+15,462
| +935% | +$682K | 0.42% | 24 |
|
|
2023
Q3 | $65.9K | Buy |
+1,653
| New | +$65.9K | 0.04% | 77 |
|
|
2023
Q2 | – | Sell |
-1,636
| Closed | -$66K | – | 322 |
|
|
2023
Q1 | $66K | Sell |
1,636
-34,364
| -95% | -$1.39M | 0.04% | 73 |
|
|
2022
Q4 | $1.45M | Buy |
+36,000
| New | +$1.45M | 0.43% | 24 |
|