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Confluence Wealth Services’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Confluence Wealth Services’s Portfolio EQAL Stock Details EQAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,950
Closed -$241K – 336
2024
Q3 		$241K Sell
4,950
-14,479
-75% -$704K 0.02% 310
2024
Q2 		$867K Buy
19,429
+14,422
+288% +$644K 0.07% 169
2024
Q1 		$231K Buy
+5,007
New +$231K 0.02% 308