Householder Group Estate & Retirement Specialist’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,924
| Closed | -$154K | – | 1064 |
|
|
2024
Q3 | $154K | Sell |
3,924
-600
| -13% | -$23.5K | 0.04% | 297 |
|
|
2024
Q2 | $168K | Sell |
4,524
-3,919
| -46% | -$146K | 0.05% | 268 |
|
|
2024
Q1 | $310K | Sell |
8,443
-1,961
| -19% | -$72K | 0.09% | 182 |
|
|
2023
Q4 | $335K | Sell |
10,404
-2,829
| -21% | -$91.1K | 0.11% | 170 |
|
|
2023
Q3 | $399K | Buy |
+13,233
| New | +$399K | 0.14% | 132 |
|
|
2023
Q1 | $891K | Buy |
+29,465
| New | +$891K | 0.34% | 65 |
|
|
2022
Q4 | – | Sell |
-30,835
| Closed | -$891K | – | 948 |
|
|
2022
Q3 | $891K | Buy |
30,835
+3,160
| +11% | +$91.3K | 0.37% | 60 |
|
|
2022
Q2 | $817K | Sell |
27,675
-365
| -1% | -$10.8K | 0.36% | 62 |
|
|
2022
Q1 | $1.03M | Sell |
28,040
-24,405
| -47% | -$897K | 0.42% | 60 |
|
|
2021
Q4 | $2.21M | Buy |
+52,445
| New | +$2.21M | 0.82% | 25 |
|