Genesis Wealth Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $272K | Hold |
5,570
| – | – | 0.2% | 48 |
|
2025
Q1 | $244K | Hold |
5,570
| – | – | 0.2% | 48 |
|
2024
Q4 | $270K | Buy |
+5,570
| New | +$270K | 0.24% | 48 |
|
2015
Q2 | $221K | Sell |
8,370
-585
| -7% | -$15.5K | 0.18% | 61 |
|
2015
Q1 | $236K | Hold |
8,955
| – | – | 0.2% | 57 |
|
2014
Q4 | $231K | Buy |
+8,955
| New | +$231K | 0.18% | 61 |
|