Wealth Enhancement Advisory Services’s Invesco S&P SmallCap 600 Revenue ETF RWJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.4M | Buy |
207,340
+20,606
| +11% | +$935K | 0.02% | 654 |
|
|
2025
Q1 | $7.6M | Sell |
186,734
-4,654
| -2% | -$189K | 0.01% | 677 |
|
|
2024
Q4 | $8.76M | Buy |
191,388
+10,568
| +6% | +$484K | 0.02% | 608 |
|
|
2024
Q3 | $8.27M | Buy |
180,820
+5,612
| +3% | +$257K | 0.02% | 576 |
|
|
2024
Q2 | $7.02M | Buy |
175,208
+128,470
| +275% | +$5.15M | 0.02% | 592 |
|
|
2024
Q1 | $2M | Sell |
46,738
-279
| -0.6% | -$11.9K | 0.01% | 942 |
|
|
2023
Q4 | $1.95M | Buy |
47,017
+1,217
| +3% | +$50.4K | 0.01% | 912 |
|
|
2023
Q3 | $1.67M | Buy |
+45,800
| New | +$1.67M | 0.01% | 918 |
|