Concord Wealth Partners’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $28.9K | Hold |
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|
2025
Q1 | $27.3K | Hold |
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|
2024
Q4 | $30.7K | Hold |
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|
2024
Q3 | $30.2K | Hold |
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|
2024
Q2 | $27.4K | Hold |
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|
2024
Q1 | $29.7K | Hold |
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|
2023
Q4 | $29.6K | Hold |
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|
2023
Q3 | $25.1K | Hold |
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|
2023
Q2 | $25.8K | Hold |
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|
2023
Q1 | $25K | Hold |
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|
2022
Q4 | $24.4K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $27K | Hold |
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|
2021
Q4 | $27K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Hold |
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|
2021
Q1 | $24K | Buy |
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