UWM
USAdvisors Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,033
| Closed | -$201K | – | 134 |
|
|
2024
Q2 | $201K | Sell |
5,033
-315
| -6% | -$12.6K | 0.07% | 118 |
|
|
2024
Q1 | $228K | Sell |
5,348
-52,370
| -91% | -$2.23M | 0.09% | 120 |
|
|
2023
Q4 | $2.39M | Buy |
57,718
+7,922
| +16% | +$328K | 0.99% | 35 |
|
|
2023
Q3 | $1.81M | Buy |
49,796
+34,456
| +225% | +$1.25M | 0.81% | 37 |
|
|
2023
Q2 | $1.76M | Buy |
+15,340
| New | +$1.76M | 0.83% | 33 |
|