Fermata Advisors’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
Q3 | – | Sell |
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|
2025
Q2 | $240K | Sell |
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|
2025
Q1 | $2.23M | Sell |
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|
2024
Q4 | $3.91M | Buy |
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|
2024
Q3 | $3.55M | Buy |
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|
2024
Q2 | $2.84M | Buy |
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|
2024
Q1 | $3M | Sell |
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|
2023
Q4 | $3.58M | Sell |
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|
2023
Q3 | $3.23M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $8.77M | Buy |
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|
2022
Q3 | $3.65M | Buy |
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|
2022
Q2 | $3.22M | Buy |
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|
2022
Q1 | $3.28M | Buy |
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|
2021
Q4 | $3.13M | Buy |
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|
2021
Q3 | $2.72M | Buy |
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