BWG
Balanced Wealth Group’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $345K | Sell |
7,359
-146
| -2% | -$6.85K | 0.15% | 53 |
|
2025
Q1 | $287K | Buy |
7,505
+5
| +0.1% | +$191 | 0.14% | 54 |
|
2024
Q4 | $328K | Sell |
7,500
-239
| -3% | -$10.4K | 0.15% | 55 |
|
2024
Q3 | $304K | Buy |
7,739
+4
| +0.1% | +$157 | 0.13% | 55 |
|
2024
Q2 | $287K | Buy |
7,735
+2
| +0% | +$74 | 0.13% | 56 |
|
2024
Q1 | $273K | Sell |
7,733
-220
| -3% | -$7.77K | 0.12% | 61 |
|
2023
Q4 | $257K | Buy |
+7,953
| New | +$257K | 0.13% | 56 |
|