Insight Wealth Strategies’s Invesco S&P Ultra Dividend Revenue ETF RDIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,926
| Closed | -$200K | – | 232 |
|
|
2020
Q4 | $200K | Buy |
+5,926
| New | +$200K | 0.03% | 219 |
|
|
2020
Q1 | – | Sell |
-7,057
| Closed | -$278K | – | 188 |
|
|
2019
Q4 | $278K | Buy |
7,057
+1,386
| +24% | +$54.6K | 0.06% | 171 |
|
|
2019
Q3 | $214K | Buy |
5,671
+64
| +1% | +$2.42K | 0.05% | 179 |
|
|
2019
Q2 | $211K | Buy |
+5,607
| New | +$211K | 0.05% | 152 |
|