SWM
Selective 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-402
| Closed | -$58K | – | 599 |
|
|
2022
Q3 | $58K | Buy |
402
+2
| +0.5% | +$289 | 0.02% | 282 |
|
|
2022
Q2 | $59K | Hold |
400
| – | – | 0.02% | 293 |
|
|
2022
Q1 | $74K | Hold |
400
| – | – | 0.03% | 241 |
|
|
2021
Q4 | $84K | Hold |
400
| – | – | 0.03% | 215 |
|
|
2021
Q3 | $77K | Buy |
+400
| New | +$77K | 0.04% | 211 |
|