Cherry Tree Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.5K | Hold |
340
| – | – | 0.01% | 280 |
|
|
2025
Q1 | $33.8K | Hold |
340
| – | – | 0.01% | 290 |
|
|
2024
Q4 | $33.3K | Hold |
340
| – | – | 0.01% | 283 |
|
|
2024
Q3 | $33.3K | Hold |
340
| – | – | 0.01% | 291 |
|
|
2024
Q2 | $31.5K | Hold |
340
| – | – | 0.01% | 287 |
|
|
2024
Q1 | $31.9K | Hold |
340
| – | – | 0.01% | 281 |
|
|
2023
Q4 | $29K | Hold |
340
| – | – | 0.01% | 281 |
|
|
2023
Q3 | $26.6K | Buy |
340
+253
| +291% | +$19.8K | 0.01% | 274 |
|
|
2023
Q2 | $6.96K | Buy |
+87
| New | +$6.96K | ﹤0.01% | 375 |
|