IWS
Insight Wealth Strategies’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,150
| Closed | -$207K | – | 189 |
|
|
2019
Q4 | $207K | Sell |
8,150
-1,130
| -12% | -$28.7K | 0.04% | 193 |
|
|
2019
Q3 | $220K | Sell |
9,280
-1,505
| -14% | -$35.7K | 0.05% | 177 |
|
|
2019
Q2 | $258K | Buy |
10,785
+20
| +0.2% | +$478 | 0.06% | 142 |
|
|
2019
Q1 | $249K | Buy |
10,765
+15
| +0.1% | +$347 | 0.07% | 125 |
|
|
2018
Q4 | $214K | Buy |
+10,750
| New | +$214K | 0.07% | 127 |
|