Wealth Enhancement Advisory Services’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
Q2 | $10.2M | Buy |
96,366
+2,187
| +2% | +$231K | 0.02% | 621 |
|
|
2025
Q1 | $9.36M | Sell |
94,179
-4,083
| -4% | -$406K | 0.02% | 604 |
|
|
2024
Q4 | $9.62M | Buy |
98,262
+4,156
| +4% | +$407K | 0.02% | 570 |
|
|
2024
Q3 | $9.23M | Buy |
94,106
+6,676
| +8% | +$655K | 0.02% | 534 |
|
|
2024
Q2 | $8.1M | Buy |
87,430
+81,060
| +1,273% | +$7.51M | 0.02% | 544 |
|
|
2024
Q1 | $597K | Buy |
6,370
+3,391
| +114% | +$318K | ﹤0.01% | 1478 |
|
|
2023
Q4 | $254K | Sell |
2,979
-4,870
| -62% | -$416K | ﹤0.01% | 1936 |
|
|
2023
Q3 | $613K | Buy |
+7,849
| New | +$613K | ﹤0.01% | 1320 |
|
|
2022
Q3 | – | Sell |
-5,562
| Closed | -$398K | – | 377 |
|
|
2022
Q2 | $398K | Buy |
5,562
+450
| +9% | +$32.2K | 0.01% | 294 |
|
|
2022
Q1 | $414K | Buy |
5,112
+2,392
| +88% | +$194K | 0.01% | 278 |
|
|
2021
Q4 | $214K | Buy |
2,720
+19
| +0.7% | +$1.5K | ﹤0.01% | 288 |
|
|
2021
Q3 | $208K | Buy |
+2,701
| New | +$208K | ﹤0.01% | 284 |
|