Destiny Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-300,972
| Closed | -$3.96M | – | 172 |
|
|
2023
Q2 | $3.96M | Buy |
300,972
+204,534
| +212% | +$2.69M | 0.76% | 44 |
|
|
2023
Q1 | $3.61M | Sell |
96,438
-1,374
| -1% | -$51.4K | 0.75% | 42 |
|
|
2022
Q4 | $3.54M | Buy |
97,812
+4,509
| +5% | +$163K | 0.77% | 44 |
|
|
2022
Q3 | $2.99M | Sell |
93,303
-153
| -0.2% | -$4.91K | 0.67% | 50 |
|
|
2022
Q2 | $3.17M | Buy |
93,456
+3,858
| +4% | +$131K | 0.7% | 49 |
|
|
2022
Q1 | $3.58M | Buy |
+89,598
| New | +$3.58M | 0.7% | 48 |
|