Kingsview Wealth Management’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.31M | Buy |
50,963
+4,087
| +9% | +$426K | 0.09% | 229 |
|
|
2025
Q1 | $4.66M | Buy |
46,876
+23,750
| +103% | +$2.36M | 0.09% | 228 |
|
|
2024
Q4 | $2.26M | Buy |
23,126
+20,384
| +743% | +$2M | 0.04% | 361 |
|
|
2024
Q3 | $269K | Sell |
2,742
-25
| -0.9% | -$2.45K | 0.01% | 924 |
|
|
2024
Q2 | $256K | Buy |
2,767
+209
| +8% | +$19.4K | 0.01% | 896 |
|
|
2024
Q1 | $240K | Hold |
2,558
| – | – | 0.01% | 903 |
|
|
2023
Q4 | $218K | Buy |
+2,558
| New | +$218K | 0.01% | 874 |
|
|
2022
Q2 | – | Sell |
-2,554
| Closed | -$206K | – | 903 |
|
|
2022
Q1 | $206K | Hold |
2,554
| – | – | 0.01% | 812 |
|
|
2021
Q4 | $204K | Buy |
+2,554
| New | +$204K | 0.01% | 839 |
|
|
2020
Q1 | – | Sell |
-7,378
| Closed | -$430K | – | 521 |
|
|
2019
Q4 | $430K | Hold |
7,378
| – | – | 0.05% | 308 |
|
|
2019
Q3 | $398K | Hold |
7,378
| – | – | 0.06% | 293 |
|
|
2019
Q2 | $394K | Hold |
7,378
| – | – | 0.07% | 278 |
|
|
2019
Q1 | $381K | Hold |
7,378
| – | – | 0.06% | 305 |
|
|
2018
Q4 | $343K | Hold |
7,378
| – | – | 0.07% | 265 |
|
|
2018
Q3 | $400K | Hold |
7,378
| – | – | 0.08% | 248 |
|
|
2018
Q2 | $375K | Hold |
7,378
| – | – | 0.09% | 236 |
|
|
2018
Q1 | $368K | Hold |
7,378
| – | – | 0.09% | 235 |
|
|
2017
Q4 | $379K | Buy |
+7,378
| New | +$379K | 0.14% | 211 |
|