OBWG
Onyx Bridge Wealth Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
24,150
-11,355
| -32% | -$492K | 0.14% | 114 |
|
|
2025
Q1 | $1.45M | Buy |
35,505
+12,674
| +56% | +$516K | 0.21% | 88 |
|
|
2024
Q4 | $1.04M | Sell |
22,831
-547
| -2% | -$25K | 0.15% | 97 |
|
|
2024
Q3 | $1.07M | Sell |
23,378
-56,001
| -71% | -$2.56M | 0.16% | 97 |
|
|
2024
Q2 | $3.18M | Buy |
79,379
+1,456
| +2% | +$58.3K | 0.52% | 41 |
|
|
2024
Q1 | $3.15M | Sell |
77,923
-183,796
| -70% | -$7.43M | 0.56% | 41 |
|
|
2023
Q4 | $10.8M | Buy |
261,719
+111,373
| +74% | +$4.61M | 2.19% | 12 |
|
|
2023
Q3 | $5.48M | Buy |
150,346
+141,706
| +1,640% | +$5.16M | 1.28% | 20 |
|
|
2023
Q2 | $980K | Sell |
8,640
-76,457
| -90% | -$8.67M | 0.23% | 83 |
|
|
2023
Q1 | $9.54M | Buy |
+85,097
| New | +$9.54M | 3.81% | 8 |
|