Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $239K | Buy |
4,134
+164
| +4% | +$9.48K | ﹤0.01% | 2020 |
|
|
2025
Q1 | $212K | Buy |
3,970
+3,912
| +6,745% | +$209K | ﹤0.01% | 1884 |
|
|
2024
Q4 | $3K | Buy |
58
+14
| +32% | +$724 | ﹤0.01% | 4432 |
|
|
2024
Q3 | $2K | Buy |
+44
| New | +$2K | ﹤0.01% | 4437 |
|
|
2024
Q1 | – | Sell |
-1,180
| Closed | -$61K | – | 4613 |
|
|
2023
Q4 | $61K | Buy |
+1,180
| New | +$61K | ﹤0.01% | 2050 |
|
|
2022
Q1 | – | Sell |
-857
| Closed | -$43K | – | 3746 |
|
|
2021
Q4 | $43K | Buy |
+857
| New | +$43K | ﹤0.01% | 1638 |
|