Balboa Wealth 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
2023
Q2
Sell
-5,427
Closed -$203K 333
2023
Q1
$203K Sell
5,427
-12,084
-69% -$452K 0.08% 228
2022
Q4
$633K Buy
+17,511
New +$633K 0.29% 87