Consolidated Planning Corp’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-29,437	Closed	-$2.9M	–	180
2023 Q3	$2.9M	Sell	29,437 -2,108	-7%	-$208K	0.64%	53
2023 Q2	$3.26M	Sell	31,545 -1,800	-5%	-$186K	0.69%	50
2023 Q1	$3.14M	Buy	+33,345	New	+$3.14M	0.81%	45