Jamison Private Wealth Management’s Invesco RAFI Strategic US ETF IUS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-48	Closed	-$2.39K	–	329
2024 Q3	$2.39K	Buy	48 +1	+2%	+$50	﹤0.01%	417
2024 Q2	$2.25K	Hold	47	–	–	﹤0.01%	386
2024 Q1	$2.24K	Buy	+47	New	+$2.24K	﹤0.01%	394