Concourse Financial Group Securities’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
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|
2024
Q4 | $25.6K | Sell |
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2024
Q3 | $25.6K | Hold |
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|
2024
Q2 | $22.4K | Hold |
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|
2024
Q1 | $23.9K | Hold |
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|
2023
Q4 | $23.2K | Sell |
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|
2023
Q3 | $21K | Sell |
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|
2023
Q2 | $30.1K | Sell |
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|
2023
Q1 | $76.6K | Buy |
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|
2022
Q4 | $28.8K | Sell |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $37K | Buy |
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|
2022
Q1 | $30K | Sell |
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|
2021
Q4 | $52K | Buy |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $42K | Sell |
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|
2021
Q1 | $41K | Hold |
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|
2020
Q4 | $29K | Sell |
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|
2020
Q3 | $26K | Buy |
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|
2020
Q2 | $22K | Hold |
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|
2020
Q1 | $17K | Sell |
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|
2019
Q4 | $37K | Hold |
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|
2019
Q3 | $35K | Sell |
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|
2019
Q2 | $48K | Hold |
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|
2019
Q1 | $50K | Sell |
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|
2018
Q4 | $44K | Buy |
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|
2018
Q3 | – | Hold |
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