Spire Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-20
| Closed | -$826 | – | 2531 |
|
|
2025
Q1 | $826 | Hold |
20
| – | – | ﹤0.01% | 2412 |
|
|
2024
Q4 | $929 | Hold |
20
| – | – | ﹤0.01% | 2381 |
|
|
2024
Q3 | $928 | Hold |
20
| – | – | ﹤0.01% | 2101 |
|
|
2024
Q2 | $810 | Hold |
20
| – | – | ﹤0.01% | 2144 |
|
|
2024
Q1 | $863 | Sell |
20
-33
| -62% | -$1.42K | ﹤0.01% | 2226 |
|
|
2023
Q4 | $2.06K | Buy |
53
+1
| +2% | +$39 | ﹤0.01% | 2136 |
|
|
2023
Q3 | $1.91K | Sell |
52
-113
| -68% | -$4.14K | ﹤0.01% | 2148 |
|
|
2023
Q2 | $6.28K | Sell |
165
-123
| -43% | -$4.68K | ﹤0.01% | 1947 |
|
|
2023
Q1 | $10.8K | Buy |
288
+255
| +773% | +$9.52K | ﹤0.01% | 1820 |
|
|
2022
Q4 | $1K | Hold |
33
| – | – | ﹤0.01% | 2238 |
|
|
2022
Q3 | $1K | Sell |
33
-1,491
| -98% | -$45.2K | ﹤0.01% | 2128 |
|
|
2022
Q2 | $52K | Sell |
1,524
-639
| -30% | -$21.8K | ﹤0.01% | 1277 |
|
|
2022
Q1 | $87K | Sell |
2,163
-342
| -14% | -$13.8K | ﹤0.01% | 1215 |
|
|
2021
Q4 | $103K | Sell |
2,505
-345
| -12% | -$14.2K | ﹤0.01% | 1394 |
|
|
2021
Q3 | $111K | Sell |
2,850
-58,425
| -95% | -$2.28M | ﹤0.01% | 1160 |
|
|
2021
Q2 | $2.46M | Buy |
+61,275
| New | +$2.46M | 0.07% | 255 |
|