Atria Wealth Solutions’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-35,699
| Closed | -$1.65M | – | 1946 |
|
2024
Q1 | $1.65M | Sell |
35,699
-1,794
| -5% | -$82.9K | 0.02% | 695 |
|
2023
Q4 | $1.65M | Buy |
37,493
+1,250
| +3% | +$55.1K | 0.02% | 663 |
|
2023
Q3 | $1.45M | Buy |
36,243
+2,472
| +7% | +$98.6K | 0.02% | 671 |
|
2023
Q2 | $1.41M | Buy |
33,771
+3,452
| +11% | +$144K | 0.02% | 702 |
|
2023
Q1 | $1.25M | Buy |
30,319
+2,438
| +9% | +$100K | 0.02% | 717 |
|
2022
Q4 | $1.12M | Buy |
27,881
+9,390
| +51% | +$377K | 0.02% | 697 |
|
2022
Q3 | $683K | Buy |
18,491
+3,322
| +22% | +$123K | 0.01% | 866 |
|
2022
Q2 | $595K | Buy |
15,169
+2,350
| +18% | +$92.2K | 0.01% | 864 |
|
2022
Q1 | $596K | Buy |
+12,819
| New | +$596K | 0.01% | 972 |
|