Geneos Wealth Management’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 | $789K | Buy |
|
|||||
|
2025
Q2 | $700K | Sell |
|
|||||
|
2025
Q1 | $1.31M | Buy |
|
|||||
|
2024
Q4 | $643K | Buy |
|
|||||
|
2024
Q3 | $617K | Sell |
|
|||||
|
2024
Q2 | $550K | Buy |
|
|||||
|
2024
Q1 | $584K | Sell |
|
|||||
|
2023
Q4 | $608K | Sell |
|
|||||
|
2023
Q3 | $665K | Buy |
|
|||||
|
2023
Q2 | $665K | Buy |
|
|||||
|
2023
Q1 | $645K | Buy |
|
|||||
|
2022
Q4 | $420K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $7K | Sell |
|
|||||
|
2020
Q4 | $14K | Buy |
|
|||||
|
2020
Q3 | $3K | Hold |
|
|||||
|
2020
Q2 | $3K | Buy |
|
|||||
|
2020
Q1 | $2K | Hold |
|
|||||
|
2019
Q4 | $4K | Hold |
|
|||||
|
2019
Q3 | $4K | Hold |
|
|||||
|
2019
Q2 | $3K | Buy |
|