Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-6,617
| Closed | -$261K | – | 653 |
|
|
2014
Q3 | $261K | Buy |
+6,617
| New | +$261K | 0.04% | 421 |
|
|
2014
Q2 | – | Sell |
-6,617
| Closed | -$249K | – | 582 |
|
|
2014
Q1 | $249K | Hold |
6,617
| – | – | 0.03% | 456 |
|
|
2013
Q4 | $247K | Buy |
6,617
+1
| +0% | +$37 | 0.03% | 435 |
|
|
2013
Q3 | $225K | Sell |
6,616
-27
| -0.4% | -$918 | 0.03% | 451 |
|
|
2013
Q2 | $218K | Buy |
+6,643
| New | +$218K | 0.03% | 429 |
|