Balasa Dinverno & Foltz’s Invesco S&P SmallCap 600 Pure Growth ETF RZG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
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|
2019
Q4 | $268K | Hold |
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|
2019
Q3 | $242K | Hold |
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|
2019
Q2 | $253K | Hold |
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|
2019
Q1 | $257K | Hold |
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|
2018
Q4 | $237K | Hold |
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|
2018
Q3 | $304K | Hold |
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|
2018
Q2 | $289K | Sell |
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|
2018
Q1 | $266K | Sell |
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|
2017
Q4 | $450K | Buy |
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|
2017
Q3 | $382K | Hold |
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|
2017
Q2 | $357K | Hold |
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|
2017
Q1 | $349K | Hold |
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|
2016
Q4 | $335K | Hold |
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|
2016
Q3 | $309K | Sell |
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|
2016
Q2 | $289K | Hold |
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|
2016
Q1 | $278K | Hold |
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|
2015
Q4 | $285K | Hold |
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|
2015
Q3 | $285K | Hold |
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|
2015
Q2 | $317K | Hold |
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|
2015
Q1 | $312K | Sell |
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|
2014
Q4 | $289K | Buy |
|