Stonebridge Financial Planning Group’s Invesco S&P 500 Pure Value ETF RPV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $906K | Sell |
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|
2025
Q1 | $995K | Hold |
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|
2024
Q4 | $972K | Sell |
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|
2024
Q3 | $1.03M | Sell |
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|
2024
Q2 | $1.01M | Sell |
|
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|
2024
Q1 | $1.08M | Sell |
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|
2023
Q4 | $1.06M | Sell |
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|
2023
Q3 | $1.1M | Sell |
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|
2023
Q2 | $1.17M | Sell |
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|
2023
Q1 | $1.25M | Sell |
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|
2022
Q4 | $1.29M | Buy |
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|
2022
Q3 | $1.11M | Sell |
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|
2022
Q2 | $1.22M | Sell |
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|
2022
Q1 | $1.67M | Buy |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $1.58M | Sell |
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|
2021
Q2 | $1.56M | Buy |
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|
2021
Q1 | $398K | Buy |
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|
2020
Q4 | $58K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $45K | Sell |
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|
2020
Q1 | $57K | Hold |
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|
2019
Q4 | $92K | Buy |
|