Oxford Wealth Group’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$4.91M Buy
107,208
+74,664
+229% +$3.42M 3.17% 6
2024
Q3
$1.49M Sell
32,544
-5,372
-14% -$246K 1.21% 21
2024
Q2
$1.52M Buy
37,916
+12,480
+49% +$500K 1.04% 30
2024
Q1
$1.09M Buy
+25,436
New +$1.09M 0.99% 27