TRUE Private Wealth Advisors’s Invesco Russell 1000 Equal Weight ETF EQAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,123
| Closed | -$140K | – | 718 |
|
|
2019
Q4 | $140K | Buy |
+4,123
| New | +$140K | 0.02% | 255 |
|
|
2019
Q3 | – | Sell |
-5,128
| Closed | -$167K | – | 377 |
|
|
2019
Q2 | $167K | Sell |
5,128
-1,727
| -25% | -$56.2K | 0.03% | 213 |
|
|
2019
Q1 | $220K | Buy |
+6,855
| New | +$220K | 0.04% | 187 |
|
|
2018
Q4 | – | Sell |
-6,855
| Closed | -$227K | – | 445 |
|
|
2018
Q3 | $227K | Buy |
6,855
+554
| +9% | +$18.4K | 0.03% | 247 |
|
|
2018
Q2 | $200K | Buy |
+6,301
| New | +$200K | 0.03% | 260 |
|