Concord Wealth Partners’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $226K | Buy |
3,915
+42
| +1% | +$2.43K | 0.03% | 191 |
|
|
2025
Q1 | $206K | Sell |
3,873
-998
| -20% | -$53.2K | 0.03% | 190 |
|
|
2024
Q4 | $264K | Sell |
4,871
-241
| -5% | -$13.1K | 0.04% | 181 |
|
|
2024
Q3 | $271K | Buy |
5,112
+1,429
| +39% | +$75.7K | 0.05% | 179 |
|
|
2024
Q2 | $193K | Hold |
3,683
| – | – | 0.03% | 198 |
|
|
2024
Q1 | $203K | Buy |
+3,683
| New | +$203K | 0.04% | 208 |
|