Consolidated Planning Corp’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
Q2 | $13.5M | Sell |
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|
2025
Q1 | $13.2M | Sell |
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|
2024
Q4 | $15.1M | Buy |
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|
2024
Q3 | $12.5M | Buy |
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|
2024
Q2 | $8.75M | Buy |
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|
2024
Q1 | $9.01M | Buy |
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|
2023
Q4 | $8.39M | Sell |
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|
2023
Q3 | $9.6M | Sell |
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|
2023
Q2 | $11.4M | Buy |
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|
2023
Q1 | $4.4M | Buy |
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|
2022
Q4 | $1.01M | Sell |
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|
2022
Q3 | $3.94M | Buy |
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|
2022
Q2 | $4.08M | Buy |
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|
2022
Q1 | $4.48M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $3.47M | Buy |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.15M | Buy |
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|
2020
Q3 | $1.5M | Buy |
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|
2020
Q2 | $1.34M | Buy |
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|
2020
Q1 | $969K | Sell |
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|
2019
Q4 | $5.63M | Buy |
|