AWA
Amplius 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 | $3.41M | Hold |
32,717
| – | – | 0.32% | 47 |
|
|
2025
Q1 | $3.25M | Buy |
32,717
+4
| +0% | +$397 | 0.34% | 42 |
|
|
2024
Q4 | $3.2M | Sell |
32,713
-408
| -1% | -$40K | 0.33% | 40 |
|
|
2024
Q3 | $3.25M | Buy |
33,121
+4
| +0% | +$392 | 0.35% | 40 |
|
|
2024
Q2 | $3.07M | Sell |
33,117
-4,525
| -12% | -$419K | 0.34% | 41 |
|
|
2024
Q1 | $3.53M | Sell |
37,642
-379
| -1% | -$35.5K | 0.4% | 38 |
|
|
2023
Q4 | $3.24M | Sell |
38,021
-217
| -0.6% | -$18.5K | 0.39% | 42 |
|
|
2023
Q3 | $2.99M | Sell |
38,238
-1,737
| -4% | -$136K | 0.4% | 40 |
|
|
2023
Q2 | $3.2M | Sell |
39,975
-628
| -2% | -$50.2K | 0.43% | 40 |
|
|
2023
Q1 | $3.09M | Buy |
40,603
+8,666
| +27% | +$659K | 0.44% | 38 |
|
|
2022
Q4 | $2.36M | Sell |
31,937
-3,797
| -11% | -$281K | 0.38% | 45 |
|
|
2022
Q3 | $2.4M | Buy |
35,734
+361
| +1% | +$24.2K | 0.43% | 39 |
|
|
2022
Q2 | $2.47M | Sell |
35,373
-16,123
| -31% | -$1.13M | 0.4% | 43 |
|
|
2022
Q1 | $4.15M | Buy |
51,496
+1
| +0% | +$81 | 0.64% | 35 |
|
|
2021
Q4 | $4.12M | Buy |
+51,495
| New | +$4.12M | 0.57% | 34 |
|