Atria Wealth Solutions’s Invesco RAFI Strategic US ETF IUS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
7,775
+115
| +2% | +$5.92K | 0.01% | 1023 |
|
|
2025
Q1 | $378K | Hold |
7,660
| – | – | ﹤0.01% | 1338 |
|
|
2024
Q4 | $380K | Hold |
7,660
| – | – | ﹤0.01% | 1389 |
|
|
2024
Q3 | $385K | Buy |
+7,660
| New | +$385K | ﹤0.01% | 1362 |
|
|
2024
Q2 | – | Sell |
-4,287
| Closed | -$203K | – | 1975 |
|
|
2024
Q1 | $203K | Buy |
+4,287
| New | +$203K | ﹤0.01% | 1812 |
|