B. Riley Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $205 | Hold |
5,804
| – | – | ﹤0.01% | 653 |
|
|
2022
Q1 | $235K | Hold |
5,804
| – | – | 0.02% | 516 |
|
|
2021
Q4 | $235K | Buy |
5,804
+56
| +1% | +$2.27K | 0.02% | 536 |
|
|
2021
Q3 | $212K | Sell |
5,748
-594
| -9% | -$21.9K | 0.02% | 552 |
|
|
2021
Q2 | $236K | Sell |
6,342
-20
| -0.3% | -$744 | 0.03% | 353 |
|
|
2021
Q1 | $223K | Buy |
+6,362
| New | +$223K | 0.03% | 346 |
|