AWMS
Advocacy Wealth Management Services’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-16,373
| Closed | -$1.24M | – | 39 |
|
|
2023
Q1 | $1.24M | Sell |
16,373
-9,089
| -36% | -$690K | 0.15% | 24 |
|
|
2022
Q4 | $1.99M | Buy |
25,462
+1,627
| +7% | +$127K | 0.26% | 26 |
|
|
2022
Q3 | $1.77M | Sell |
23,835
-15,491
| -39% | -$1.15M | 0.26% | 24 |
|
|
2022
Q2 | $2.95M | Sell |
39,326
-3,479
| -8% | -$261K | 0.48% | 16 |
|
|
2022
Q1 | $3.67M | Sell |
42,805
-93
| -0.2% | -$7.98K | 0.64% | 15 |
|
|
2021
Q4 | $3.47M | Sell |
42,898
-3,410
| -7% | -$276K | 0.58% | 20 |
|
|
2021
Q3 | $3.51M | Buy |
46,308
+11,530
| +33% | +$874K | 0.63% | 20 |
|
|
2021
Q2 | $2.68M | Buy |
+34,778
| New | +$2.68M | 0.5% | 23 |
|