Householder Group Estate & Retirement Specialist’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,027
| Closed | -$50K | – | 1049 |
|
|
2024
Q3 | $50K | Hold |
1,027
| – | – | 0.01% | 481 |
|
|
2024
Q2 | $50K | Hold |
1,027
| – | – | 0.01% | 476 |
|
|
2024
Q1 | $52.1K | Buy |
1,027
+262
| +34% | +$13.3K | 0.02% | 465 |
|
|
2023
Q4 | $31K | Hold |
765
| – | – | 0.01% | 553 |
|
|
2023
Q3 | $30K | Buy |
+765
| New | +$30K | 0.01% | 553 |
|
|
2023
Q1 | $19K | Buy |
+515
| New | +$19K | 0.01% | 648 |
|