Concert Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-98,475
| Closed | -$1.71M | – | 651 |
|
|
2014
Q3 | $1.71M | Buy |
98,475
+159
| +0.2% | +$2.75K | 0.23% | 63 |
|
|
2014
Q2 | $1.79M | Sell |
98,316
-159
| -0.2% | -$2.89K | 0.22% | 55 |
|
|
2014
Q1 | $1.76M | Sell |
98,475
-234
| -0.2% | -$4.17K | 0.22% | 62 |
|
|
2013
Q4 | $1.77M | Buy |
98,709
+21
| +0% | +$377 | 0.23% | 63 |
|
|
2013
Q3 | $1.61M | Sell |
98,688
-579
| -0.6% | -$9.46K | 0.23% | 59 |
|
|
2013
Q2 | $1.44M | Buy |
+99,267
| New | +$1.44M | 0.22% | 56 |
|