SFC
Swisher Financial Concepts’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $800K | Sell |
18,484
-8,037
| -30% | -$348K | 0.52% | 34 |
|
|
2025
Q1 | $1.08M | Sell |
26,521
-12,152
| -31% | -$495K | 0.89% | 19 |
|
|
2024
Q4 | $1.77M | Sell |
38,673
-135,150
| -78% | -$6.18M | 2.08% | 15 |
|
|
2024
Q3 | $7.27M | Buy |
173,823
+74,556
| +75% | +$3.12M | 4.58% | 7 |
|
|
2024
Q2 | $3.95M | Buy |
99,267
+1,813
| +2% | +$72.1K | 4% | 9 |
|
|
2024
Q1 | $3.96M | Buy |
97,454
+5,283
| +6% | +$215K | 3.45% | 12 |
|
|
2023
Q4 | $3.6M | Buy |
+92,171
| New | +$3.6M | 3.46% | 11 |
|