EverSource Wealth Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $150K | Sell |
2,596
-520
| -17% | -$30K | 0.01% | 995 |
|
|
2025
Q1 | $166K | Buy |
3,116
+529
| +20% | +$28.2K | 0.01% | 724 |
|
|
2024
Q4 | $140K | Buy |
2,587
+3
| +0.1% | +$163 | 0.01% | 802 |
|
|
2024
Q3 | $137K | Buy |
2,584
+4
| +0.2% | +$212 | 0.01% | 690 |
|
|
2024
Q2 | $130K | Buy |
2,580
+923
| +56% | +$46.6K | 0.01% | 708 |
|
|
2024
Q1 | $85.9K | Sell |
1,657
-30
| -2% | -$1.56K | 0.01% | 763 |
|
|
2023
Q4 | $86.7K | Buy |
+1,687
| New | +$86.7K | 0.01% | 691 |
|