Aveo Capital Partners’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-8,553
| Closed | -$335K | – | 123 |
|
|
2025
Q1 | $335K | Sell |
8,553
-10,325
| -55% | -$404K | 0.06% | 136 |
|
|
2024
Q4 | $864K | Sell |
18,878
-18,497
| -49% | -$846K | 0.09% | 144 |
|
|
2024
Q3 | $1.71M | Sell |
37,375
-46,749
| -56% | -$2.14M | 0.18% | 97 |
|
|
2024
Q2 | $3.37M | Sell |
84,124
-45,700
| -35% | -$1.83M | 0.38% | 73 |
|
|
2024
Q1 | $5.28M | Buy |
+129,824
| New | +$5.28M | 0.58% | 54 |
|