Buckingham Strategic Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.83M | Sell |
30,541
-151
| -0.5% | -$14K | 0.03% | 199 |
|
|
2024
Q1 | $2.88M | Sell |
30,692
-677
| -2% | -$63.5K | 0.03% | 197 |
|
|
2023
Q4 | $2.68M | Sell |
31,369
-2,243
| -7% | -$191K | 0.03% | 199 |
|
|
2023
Q3 | $2.63M | Sell |
33,612
-1,394
| -4% | -$109K | 0.04% | 192 |
|
|
2023
Q2 | $2.8M | Sell |
35,006
-1,296
| -4% | -$104K | 0.04% | 187 |
|
|
2023
Q1 | $2.68M | Hold |
36,302
| – | – | 0.05% | 158 |
|
|
2022
Q4 | $2.68M | Sell |
36,302
-4,066
| -10% | -$301K | 0.05% | 158 |
|
|
2022
Q3 | $2.71M | Sell |
40,368
-1,228
| -3% | -$82.4K | 0.06% | 146 |
|
|
2022
Q2 | $2.91M | Sell |
41,596
-1,336
| -3% | -$93.3K | 0.06% | 144 |
|
|
2022
Q1 | $3.46M | Sell |
42,932
-1,698
| -4% | -$137K | 0.07% | 134 |
|
|
2021
Q4 | $3.57M | Sell |
44,630
-15,738
| -26% | -$1.26M | 0.07% | 128 |
|
|
2021
Q3 | $4.39M | Sell |
60,368
-1,259
| -2% | -$91.6K | 0.09% | 117 |
|
|
2021
Q2 | $4.54M | Sell |
61,627
-7,174
| -10% | -$529K | 0.11% | 109 |
|
|
2021
Q1 | $4.78M | Sell |
68,801
-23,792
| -26% | -$1.65M | 0.24% | 93 |
|
|
2020
Q4 | $5.77M | Sell |
92,593
-88,021
| -49% | -$5.48M | 0.3% | 74 |
|
|
2020
Q3 | $9.74M | Buy |
+180,614
| New | +$9.74M | 0.75% | 30 |
|