Patriot Financial Group Insurance Agency’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $669K | Buy |
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|
2025
Q2 | $599K | Buy |
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|
2025
Q1 | $513K | Buy |
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|
2024
Q4 | $505K | Buy |
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|
2024
Q3 | $478K | Buy |
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|
2024
Q2 | $446K | Buy |
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|
2024
Q1 | $451K | Buy |
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|
2023
Q4 | $410K | Buy |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $383K | Sell |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $338K | Buy |
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|
2022
Q1 | $389K | Sell |
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|
2021
Q4 | $389K | Buy |
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|
2021
Q3 | $347K | Buy |
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|
2021
Q2 | $351K | Sell |
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|
2021
Q1 | $334K | Sell |
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|
2020
Q4 | $331K | Buy |
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|
2020
Q3 | $286K | Buy |
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|
2020
Q2 | $270K | Sell |
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|
2020
Q1 | $238K | Buy |
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|
2019
Q4 | $315K | Buy |
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|
2019
Q3 | $291K | Hold |
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|
2019
Q2 | $289K | Sell |
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|
2019
Q1 | $368K | Buy |
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $357K | Buy |
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|
2018
Q2 | $229K | Sell |
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|
2018
Q1 | $301K | Sell |
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|
2017
Q4 | $357K | Sell |
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|
2017
Q3 | $327K | Buy |
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|
2017
Q2 | $314K | Sell |
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|
2017
Q1 | $342K | Hold |
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|
2016
Q4 | $335K | Buy |
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