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LWM Advisory Services’s Invesco Russell 2000 Dynamic Multifactor ETF OMFS Stock Holding History

LWM Advisory Services’s Portfolio OMFS Stock Details OMFS Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-20,882
Closed -$811K – 120
2022
Q1 		$811K Sell
20,882
-3,595
-15% -$140K 1.01% 22
2021
Q4 		$1.03M Buy
+24,477
New +$1.03M 1.28% 16