Elevation Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.6K | Sell |
650
-1,900
| -75% | -$230K | 0.03% | 195 |
|
|
2025
Q1 | $291K | Hold |
2,550
| – | – | 0.13% | 90 |
|
|
2024
Q4 | $309K | Hold |
2,550
| – | – | 0.13% | 88 |
|
|
2024
Q3 | $302K | Hold |
2,550
| – | – | 0.13% | 88 |
|
|
2024
Q2 | $285K | Hold |
2,550
| – | – | 0.13% | 86 |
|
|
2024
Q1 | $304K | Sell |
2,550
-400
| -14% | -$47.7K | 0.15% | 90 |
|
|
2023
Q4 | $291K | Buy |
+2,950
| New | +$291K | 0.17% | 83 |
|