InterOcean Capital Group’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
– Sell
-5,179
Closed -$217K – 467
2023
Q2
$217K Buy
+5,179
New +$210K 0.01% 402

Other funds holding EQAL

InterOcean Capital Group's EQAL Position: Q3 2023 in Review

InterOcean Capital Group sold out of Invesco Russell 1000 Equal Weight ETF (EQAL) in Q3 2023, closing a stake of 5,179 shares — an estimated $217K sold.

InterOcean Capital Group first reported a position in EQAL in Q2 2023 and held it in 1 quarter. The position peaked at $217K in Q2 2023. 63 funds tracked by Wall St. Rank hold EQAL as of Q3 2023.

  • InterOcean Capital Group reported no remaining Invesco Russell 1000 Equal Weight ETF position as of Q3 2023 after selling out during the quarter.
  • InterOcean Capital Group sold 5,179 Invesco Russell 1000 Equal Weight ETF shares in Q3 2023, an estimated $217K.
  • InterOcean Capital Group first reported a position in Invesco Russell 1000 Equal Weight ETF in Q2 2023 and held it in 1 quarter.
  • InterOcean Capital Group's Invesco Russell 1000 Equal Weight ETF position peaked at $217K in Q2 2023.
  • 63 funds tracked by Wall St. Rank held Invesco Russell 1000 Equal Weight ETF as of Q3 2023.

Based on InterOcean Capital Group's 13F filing for Q3 2023, filed 14 Nov 2023.