Cedar Brook Financial Partners’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,336
| Closed | -$981K | – | 131 |
|
|
2024
Q1 | $981K | Buy |
10,336
+3,773
| +57% | +$358K | 0.19% | 125 |
|
|
2023
Q4 | $574K | Buy |
6,563
+2,157
| +49% | +$189K | 0.13% | 170 |
|
|
2023
Q3 | $346K | Buy |
4,406
+23
| +0.5% | +$1.81K | 0.09% | 224 |
|
|
2023
Q2 | $357K | Sell |
4,383
-77
| -2% | -$6.27K | 0.08% | 243 |
|
|
2023
Q1 | $348K | Buy |
+4,460
| New | +$348K | 0.09% | 243 |
|