Crewe Advisors’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,474
| Closed | -$101K | – | 823 |
|
|
2025
Q1 | $101K | Sell |
2,474
-206
| -8% | -$8.38K | 0.01% | 200 |
|
|
2024
Q4 | $123K | Hold |
2,680
| – | – | 0.02% | 183 |
|
|
2024
Q3 | $123K | Hold |
2,680
| – | – | 0.01% | 203 |
|
|
2024
Q2 | $107K | Hold |
2,680
| – | – | 0.01% | 260 |
|
|
2024
Q1 | $115K | Hold |
2,680
| – | – | 0.01% | 254 |
|
|
2023
Q4 | $111K | Buy |
+2,680
| New | +$111K | 0.02% | 96 |
|