Sequent Planning’s Invesco Russell 1000 Dynamic Multifactor ETF OMFL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.55M | Buy |
26,764
+2,937
| +12% | +$170K | 0.49% | 34 |
|
2025
Q1 | $1.27M | Sell |
23,827
-3,429
| -13% | -$183K | 0.46% | 36 |
|
2024
Q4 | $1.48M | Sell |
27,256
-1,243
| -4% | -$67.4K | 0.54% | 31 |
|
2024
Q3 | $1.51M | Buy |
28,499
+736
| +3% | +$39K | 0.52% | 30 |
|
2024
Q2 | $1.44M | Buy |
27,763
+1,886
| +7% | +$98.1K | 0.49% | 32 |
|
2024
Q1 | $1.43M | Buy |
+25,877
| New | +$1.43M | 0.52% | 32 |
|