Summit Financial Group’s Invesco S&P SmallCap 600 Pure Value ETF RZV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $716K | Sell |
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|
2023
Q4 | $812K | Sell |
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|
2023
Q3 | $776K | Sell |
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|
2023
Q2 | $1.15M | Sell |
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|
2023
Q1 | $1.16M | Hold |
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|
2022
Q4 | $1.13M | Sell |
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|
2022
Q3 | $975K | Buy |
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|
2022
Q2 | $1.02M | Buy |
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|
2022
Q1 | $967K | Buy |
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|
2021
Q4 | $464K | Buy |
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|
2021
Q3 | $254K | Buy |
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|
2021
Q2 | $250K | Buy |
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