Concord Wealth Partners’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.4K | Sell |
383
-18
| -4% | -$722 | ﹤0.01% | 495 |
|
|
2025
Q1 | $15.2K | Sell |
401
-193
| -32% | -$7.33K | ﹤0.01% | 461 |
|
|
2024
Q4 | $23.5K | Sell |
594
-321
| -35% | -$12.7K | ﹤0.01% | 432 |
|
|
2024
Q3 | $36.2K | Hold |
915
| – | – | 0.01% | 383 |
|
|
2024
Q2 | $33.2K | Hold |
915
| – | – | 0.01% | 360 |
|
|
2024
Q1 | $34.6K | Buy |
+915
| New | +$34.6K | 0.01% | 410 |
|