Valmark Advisers’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,056
| Closed | -$201K | – | 620 |
|
|
2024
Q4 | $201K | Buy |
+2,056
| New | +$201K | ﹤0.01% | 586 |
|
|
2023
Q3 | – | Sell |
-21,055
| Closed | -$1.68M | – | 483 |
|
|
2023
Q2 | $1.68M | Sell |
21,055
-24,380
| -54% | -$1.95M | 0.03% | 168 |
|
|
2023
Q1 | $3.46M | Buy |
45,435
+616
| +1% | +$46.9K | 0.07% | 96 |
|
|
2022
Q4 | $3.31M | Buy |
+44,819
| New | +$3.31M | 0.08% | 97 |
|