Marshall Financial Group (Maryland)’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $588K | Sell |
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|
2025
Q3 | $584K | Buy |
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|
2025
Q2 | $540K | Buy |
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|
2025
Q1 | $492K | Sell |
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|
2024
Q4 | $556K | Sell |
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|
2024
Q3 | $563K | Sell |
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|
2024
Q2 | $518K | Sell |
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|
2024
Q1 | $572K | Buy |
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|
2023
Q4 | $553K | Sell |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $544K | Buy |
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|
2023
Q1 | $537K | Buy |
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|
2022
Q4 | $518K | Sell |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $558K | Buy |
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|
2022
Q1 | $608K | Buy |
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|
2021
Q4 | $624K | Sell |
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|
2021
Q3 | $596K | Buy |
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|
2021
Q2 | $611K | Sell |
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|
2021
Q1 | $647K | Buy |
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|
2020
Q4 | $461K | Buy |
|