Valued Retirements, Inc. RWJ Holdings History
Valued Retirements, Inc.'s Invesco S&P SmallCap 600 Revenue ETF Holding Summary
As of 2025-03-31, Valued Retirements, Inc. held 61,671.00 shares of Invesco S&P SmallCap 600 Revenue ETF(RWJ), totaling $2.51 Mil. This investment constitutes 3.3% of their stock portfolio, and Valued Retirements, Inc. now holds 0.17% of the outstanding Invesco S&P SmallCap 600 Revenue ETF(RWJ) stock.
The initial trade took place in 2023Q4. And since then Valued Retirements, Inc. has made 1 purchases of RWJ, at an average price of $37.38, for a total of 92,297.00 shares. In addition, there have been 2 sales at an average price of $45.09 for 30,626.00 shares. Based on historical transaction data and RWJ's current price of $45.40, Valued Retirements, Inc.'s estimated gain on his RWJ holdings is $730,378.85, reflecting a 21.17% gain to date.
Valued Retirements, Inc. RWJ ($45.40) Holding Chart
Valued Retirements, Inc. RWJ ($45.40) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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