JNBA Financial Advisors’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-364
| Closed | -$19.1K | – | 675 |
|
|
2024
Q2 | $19.1K | Buy |
364
+2
| +0.6% | +$105 | ﹤0.01% | 386 |
|
|
2024
Q1 | $20K | Buy |
362
+2
| +0.6% | +$110 | ﹤0.01% | 394 |
|
|
2023
Q4 | $18.5K | Hold |
360
| – | – | ﹤0.01% | 398 |
|
|
2023
Q3 | $16.5K | Buy |
360
+101
| +39% | +$4.62K | ﹤0.01% | 408 |
|
|
2023
Q2 | $12.7K | Buy |
+259
| New | +$12.7K | ﹤0.01% | 438 |
|