WFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q1 | – | Sell |
-657
| Closed | -$27K | – | 2006 |
|
|
2014
Q4 | $27K | Sell |
657
-2,151
| -77% | -$88.4K | 0.01% | 1120 |
|
|
2014
Q3 | $109K | Sell |
2,808
-137
| -5% | -$5.32K | 0.02% | 635 |
|
|
2014
Q2 | $114K | Buy |
2,945
+5
| +0.2% | +$194 | 0.02% | 614 |
|
|
2014
Q1 | $109K | Buy |
+2,940
| New | +$109K | 0.02% | 611 |
|