Herold Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $457K | Sell |
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|
2025
Q2 | $635K | Sell |
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|
2025
Q1 | $639K | Sell |
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|
2024
Q4 | $677K | Sell |
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|
2024
Q3 | $1.33M | Sell |
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|
2024
Q2 | $2.71M | Sell |
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|
2024
Q1 | $2.91M | Sell |
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|
2023
Q4 | $2.91M | Buy |
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|
2023
Q3 | $2.57M | Sell |
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|
2023
Q2 | $2.84M | Buy |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $1.89M | Sell |
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|
2022
Q3 | $2.02M | Buy |
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|
2022
Q2 | $2.07M | Buy |
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|
2022
Q1 | $2.32M | Sell |
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|
2021
Q4 | $2.54M | Buy |
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|
2021
Q3 | $2.29M | Buy |
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