Waldron Private Wealth’s Invesco S&P 500 Revenue ETF RWL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q2
Sell
2017
Q1
$366K Buy
2016
Q4
$314K Buy
2016
Q3
$302K Hold
2016
Q2
$295K Hold
2016
Q1
$291K Hold
2015
Q4
$285K Hold
2015
Q3
$272K Hold
2015
Q2
$296K Hold
2015
Q1
$300K Hold
2014
Q4
$295K Buy