WealthPLAN Partners’s Invesco S&P 500 Pure Growth ETF RPG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-20
| Closed | -$610 | – | 974 |
|
|
2023
Q2 | $610 | Hold |
20
| – | – | ﹤0.01% | 1168 |
|
|
2023
Q1 | $605 | Buy |
+20
| New | +$605 | ﹤0.01% | 1236 |
|
|
2016
Q3 | $418K | Hold |
25,000
| – | – | 0.14% | 93 |
|
|
2016
Q2 | $405K | Buy |
+25,000
| New | +$405K | 0.05% | 238 |
|
|
2015
Q4 | $404K | Buy |
+25,000
| New | +$404K | 0.07% | 180 |
|
|
2015
Q2 | $2K | Buy |
+120
| New | +$2K | ﹤0.01% | 386 |
|