Betterment LLC’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,527
| Closed | -$222K | – | 300 |
|
|
2023
Q2 | $222K | Buy |
+4,527
| New | +$222K | ﹤0.01% | 272 |
|
|
2023
Q1 | – | Sell |
-7,098
| Closed | -$305K | – | 271 |
|
|
2022
Q4 | $305K | Buy |
7,098
+664
| +10% | +$28.5K | ﹤0.01% | 222 |
|
|
2022
Q3 | $265K | Hold |
6,434
| – | – | ﹤0.01% | 214 |
|
|
2022
Q2 | $265K | Buy |
+6,434
| New | +$265K | ﹤0.01% | 214 |
|