Kingsview Wealth Management’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,731
| Closed | -$203K | – | 1106 |
|
|
2024
Q1 | $203K | Sell |
4,731
-5,878
| -55% | -$252K | 0.01% | 967 |
|
|
2023
Q4 | $440K | Buy |
10,609
+1,339
| +14% | +$55.5K | 0.01% | 664 |
|
|
2023
Q3 | $338K | Buy |
9,270
+738
| +9% | +$26.9K | 0.01% | 718 |
|
|
2023
Q2 | $323K | Buy |
8,532
+1,410
| +20% | +$53.3K | 0.01% | 723 |
|
|
2023
Q1 | $266K | Buy |
+7,122
| New | +$266K | 0.01% | 753 |
|