Baldwin Wealth Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $730K | Hold |
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|
2025
Q2 | $688K | Hold |
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|
2025
Q1 | $656K | Hold |
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|
2024
Q4 | $646K | Hold |
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|
2024
Q3 | $647K | Sell |
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|
2024
Q2 | $649K | Hold |
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|
2024
Q1 | $657K | Hold |
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|
2023
Q4 | $598K | Hold |
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|
2023
Q3 | $548K | Hold |
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|
2023
Q2 | $561K | Hold |
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|
2023
Q1 | $534K | Hold |
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|
2022
Q4 | $518K | Hold |
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|
2022
Q3 | $471K | Hold |
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|
2022
Q2 | $490K | Hold |
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|
2022
Q1 | $566K | Hold |
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|
2021
Q4 | $561K | Hold |
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|
2021
Q3 | $510K | Hold |
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|
2021
Q2 | $517K | Hold |
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|
2021
Q1 | $487K | Hold |
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|
2020
Q4 | $437K | Hold |
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|
2020
Q3 | $378K | Hold |
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|
2020
Q2 | $359K | Hold |
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|
2020
Q1 | $308K | Hold |
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|
2019
Q4 | $409K | Hold |
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|
2019
Q3 | $378K | Hold |
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|
2019
Q2 | $374K | Hold |
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|
2019
Q1 | $362K | Hold |
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|
2018
Q4 | $326K | Sell |
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|
2018
Q3 | $415K | Hold |
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|
2018
Q2 | $389K | Buy |
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|
2018
Q1 | $361K | Hold |
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|
2017
Q4 | $372K | Hold |
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|
2017
Q3 | $347K | Hold |
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|
2017
Q2 | $337K | Buy |
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