Bartlett & Co Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $909 | Hold |
21
| – | – | ﹤0.01% | 1150 |
|
|
2025
Q1 | $855 | Hold |
21
| – | – | ﹤0.01% | 1126 |
|
|
2024
Q4 | $961 | Sell |
21
-6
| -22% | -$275 | ﹤0.01% | 1076 |
|
|
2024
Q3 | $1.23K | Hold |
27
| – | – | ﹤0.01% | 1070 |
|
|
2024
Q2 | $1.08K | Sell |
27
-90
| -77% | -$3.61K | ﹤0.01% | 1087 |
|
|
2024
Q1 | $5.01K | Hold |
117
| – | – | ﹤0.01% | 975 |
|
|
2023
Q4 | $4.91K | Buy |
117
+111
| +1,850% | +$4.66K | ﹤0.01% | 1078 |
|
|
2023
Q3 | $219 | Buy |
+6
| New | +$219 | ﹤0.01% | 1147 |
|