SOA Wealth Advisors’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13K | Hold |
34
| – | – | ﹤0.01% | 665 |
|
|
2025
Q1 | $3.87K | Hold |
34
| – | – | ﹤0.01% | 654 |
|
|
2024
Q4 | $4.09K | Hold |
34
| – | – | ﹤0.01% | 632 |
|
|
2024
Q3 | $3.98K | Buy |
34
+1
| +3% | +$117 | ﹤0.01% | 621 |
|
|
2024
Q2 | $3.74K | Hold |
33
| – | – | ﹤0.01% | 625 |
|
|
2024
Q1 | $3.98K | Hold |
33
| – | – | ﹤0.01% | 632 |
|
|
2023
Q4 | $3.87K | Hold |
33
| – | – | ﹤0.01% | 628 |
|
|
2023
Q3 | $3.27K | Hold |
33
| – | – | ﹤0.01% | 663 |
|
|
2023
Q2 | $3.42K | Hold |
33
| – | – | ﹤0.01% | 665 |
|
|
2023
Q1 | $3.1K | Hold |
33
| – | – | ﹤0.01% | 676 |
|
|
2022
Q4 | $2.97K | Buy |
33
+1
| +3% | +$90 | ﹤0.01% | 689 |
|
|
2022
Q3 | $2K | Hold |
32
| – | – | ﹤0.01% | 722 |
|
|
2022
Q2 | $2K | Hold |
32
| – | – | ﹤0.01% | 712 |
|
|
2022
Q1 | $3K | Buy |
32
+1
| +3% | +$94 | ﹤0.01% | 762 |
|
|
2021
Q4 | $3K | Hold |
31
| – | – | ﹤0.01% | 742 |
|
|
2021
Q3 | $2K | Hold |
31
| – | – | ﹤0.01% | 798 |
|
|
2021
Q2 | $2K | Hold |
31
| – | – | ﹤0.01% | 782 |
|
|
2021
Q1 | $2K | Hold |
31
| – | – | ﹤0.01% | 725 |
|
|
2020
Q4 | $2K | Buy |
+31
| New | +$2K | ﹤0.01% | 700 |
|