WestHill Financial Advisors’s Invesco S&P MidCap 400 Pure Growth ETF RFG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-2,085
| Closed | -$81.7K | – | 100 |
|
|
2023
Q3 | $81.7K | Hold |
2,085
| – | – | 0.02% | 79 |
|
|
2023
Q2 | $81.5K | Hold |
2,085
| – | – | 0.02% | 78 |
|
|
2023
Q1 | $76.4K | Hold |
2,085
| – | – | 0.02% | 80 |
|
|
2022
Q4 | $74.7K | Hold |
2,085
| – | – | 0.02% | 79 |
|
|
2022
Q3 | $70K | Hold |
2,085
| – | – | 0.02% | 73 |
|
|
2022
Q2 | $68K | Hold |
2,085
| – | – | 0.02% | 79 |
|
|
2022
Q1 | $85K | Buy |
+2,085
| New | +$85K | 0.02% | 83 |
|