KCFA
Key Client Fiduciary Advisors’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
19,010
+245
| +1% | +$25.6K | 0.8% | 29 |
|
|
2025
Q1 | $1.86M | Buy |
18,765
+134
| +0.7% | +$13.3K | 0.85% | 26 |
|
|
2024
Q4 | $1.82M | Buy |
18,631
+985
| +6% | +$96.5K | 0.8% | 28 |
|
|
2024
Q3 | $1.73M | Buy |
17,646
+3,324
| +23% | +$326K | 0.77% | 29 |
|
|
2024
Q2 | $1.33M | Buy |
14,322
+2,358
| +20% | +$218K | 0.66% | 34 |
|
|
2024
Q1 | $1.12M | Buy |
11,964
+3,032
| +34% | +$284K | 0.6% | 37 |
|
|
2023
Q4 | $762K | Buy |
8,932
+282
| +3% | +$24.1K | 0.44% | 49 |
|
|
2023
Q3 | $676K | Buy |
8,650
+2,908
| +51% | +$227K | 0.41% | 58 |
|
|
2023
Q2 | $459K | Buy |
5,742
+139
| +2% | +$11.1K | 0.27% | 88 |
|
|
2023
Q1 | $426K | Buy |
5,603
+1,457
| +35% | +$111K | 0.27% | 85 |
|
|
2022
Q4 | $307K | Buy |
4,146
+806
| +24% | +$59.6K | 0.21% | 112 |
|
|
2022
Q3 | $224K | Buy |
3,340
+38
| +1% | +$2.55K | 0.2% | 92 |
|
|
2022
Q2 | $231K | Sell |
3,302
-738
| -18% | -$51.6K | 0.23% | 97 |
|
|
2022
Q1 | $326K | Buy |
4,040
+233
| +6% | +$18.8K | 0.26% | 87 |
|
|
2021
Q4 | $304K | Buy |
+3,807
| New | +$304K | 0.25% | 90 |
|