Collaborative Wealth Management’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $222K | Sell |
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|
2024
Q1 | $231K | Sell |
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|
2023
Q4 | $403K | Sell |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $506K | Sell |
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|
2022
Q4 | $2.53M | Sell |
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|
2022
Q3 | $2.72M | Buy |
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|
2022
Q2 | $1.99M | Buy |
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|
2021
Q4 | $2.07M | Buy |
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|
2021
Q1 | $2.05M | Buy |
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