BTWM
Baker Tilly Wealth Management’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$204K | – | 526 |
|
|
2022
Q1 | $204K | Hold |
1,000
| – | – | 0.02% | 493 |
|
|
2021
Q4 | $231K | Hold |
1,000
| – | – | 0.02% | 478 |
|
|
2021
Q3 | $221K | Hold |
1,000
| – | – | 0.03% | 471 |
|
|
2021
Q2 | $227K | Buy |
+1,000
| New | +$227K | 0.04% | 457 |
|