BerganKDV Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-200
| Closed | -$13K | – | 1097 |
|
|
2022
Q3 | $13K | Hold |
200
| – | – | ﹤0.01% | 543 |
|
|
2022
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 536 |
|
|
2022
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 540 |
|
|
2021
Q4 | $16K | Hold |
200
| – | – | ﹤0.01% | 579 |
|
|
2021
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 574 |
|
|
2021
Q2 | $15K | Hold |
200
| – | – | ﹤0.01% | 552 |
|
|
2021
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 533 |
|
|
2020
Q4 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 540 |
|