Monterey Private Wealth’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $342K | Sell |
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|
2024
Q2 | $4.57M | Sell |
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|
2024
Q1 | $5.05M | Sell |
|
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|
2023
Q4 | $5M | Sell |
|
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|
2023
Q3 | $4.5M | Sell |
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|
2023
Q2 | $4.82M | Sell |
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|
2023
Q1 | $4.77M | Buy |
|
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|
2022
Q4 | $4.35M | Sell |
|
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|
2022
Q3 | $4.06M | Buy |
|
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|
2022
Q2 | $3.59M | Buy |
|
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|
2022
Q1 | $3.59M | Sell |
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|
2021
Q4 | $4.05M | Buy |
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|
2021
Q3 | $3.51M | Buy |
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|
2021
Q2 | $337K | Buy |
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