Carroll Financial Associates’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $62K | Hold |
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|
2020
Q3 | $46K | Sell |
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|
2020
Q2 | $47K | Hold |
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|
2020
Q1 | $36K | Sell |
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|
2019
Q4 | $136K | Sell |
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|
2019
Q3 | $2.27M | Sell |
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|
2019
Q2 | $2.25M | Sell |
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|
2019
Q1 | $2.41M | Sell |
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|
2018
Q4 | $2.77M | Sell |
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|
2018
Q3 | $3.68M | Buy |
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|
2018
Q2 | $3.35M | Buy |
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|
2018
Q1 | $3M | Buy |
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|
2017
Q4 | $2.24M | Buy |
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|
2017
Q3 | $1.98M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $21K | Hold |
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|
2014
Q2 | $22K | Buy |
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