MinichMacGregor Wealth Management’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-625
| Closed | -$19K | – | 524 |
|
|
2022
Q4 | $19K | Buy |
+625
| New | +$19K | 0.01% | 327 |
|
|
2021
Q1 | – | Sell |
-9,155
| Closed | -$298K | – | 91 |
|
|
2020
Q4 | $298K | Buy |
9,155
+1,540
| +20% | +$50.1K | 0.12% | 61 |
|
|
2020
Q3 | $215K | Buy |
+7,615
| New | +$215K | 0.1% | 57 |
|
|
2020
Q1 | – | Sell |
-12,025
| Closed | -$304K | – | 105 |
|
|
2019
Q4 | $304K | Buy |
+12,025
| New | +$304K | 0.17% | 45 |
|
|
2018
Q4 | – | Sell |
-7,540
| Closed | -$181K | – | 422 |
|
|
2018
Q3 | $181K | Sell |
7,540
-1,105
| -13% | -$26.5K | 0.12% | 47 |
|
|
2018
Q2 | $199K | Buy |
+8,645
| New | +$199K | 0.14% | 43 |
|