Arkadios Wealth Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $302K | Buy |
2,899
+522
| +22% | +$54.4K | 0.01% | 1026 |
|
2025
Q1 | $236K | Buy |
+2,377
| New | +$236K | 0.01% | 990 |
|
2022
Q2 | – | Sell |
-2,742
| Closed | -$221K | – | 593 |
|
2022
Q1 | $221K | Sell |
2,742
-349
| -11% | -$28.1K | 0.03% | 506 |
|
2021
Q4 | $247K | Buy |
3,091
+1,091
| +55% | +$87.2K | 0.03% | 486 |
|
2021
Q3 | $145K | Sell |
2,000
-55
| -3% | -$3.99K | 0.02% | 589 |
|
2021
Q2 | $151K | Buy |
2,055
+1
| +0% | +$73 | 0.02% | 613 |
|
2021
Q1 | $142K | Sell |
2,054
-259
| -11% | -$17.9K | 0.02% | 471 |
|
2020
Q4 | $144K | Buy |
2,313
+1
| +0% | +$62 | 0.03% | 376 |
|
2020
Q3 | $130K | Hold |
2,312
| – | – | 0.07% | 249 |
|
2020
Q2 | $121K | Buy |
2,312
+1
| +0% | +$52 | 0.07% | 230 |
|
2020
Q1 | $101K | Buy |
2,311
+491
| +27% | +$21.6K | 0.06% | 232 |
|
2019
Q4 | $109K | Buy |
+1,820
| New | +$109K | 0.07% | 219 |
|