AWM
Abound Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $728K | Sell |
4,008
-41
| -1% | -$7.45K | 0.21% | 35 |
|
|
2025
Q1 | $701K | Buy |
4,049
+18
| +0.4% | +$3.12K | 0.23% | 35 |
|
|
2024
Q4 | $706K | Buy |
4,031
+63
| +2% | +$11K | 0.23% | 35 |
|
|
2024
Q3 | $711K | Buy |
3,968
+8
| +0.2% | +$1.43K | 0.24% | 33 |
|
|
2024
Q2 | $651K | Buy |
3,960
+8
| +0.2% | +$1.31K | 0.24% | 34 |
|
|
2024
Q1 | $669K | Buy |
3,952
+3,786
| +2,281% | +$641K | 0.26% | 31 |
|
|
2023
Q4 | $26.3K | Buy |
166
+8
| +5% | +$1.27K | 0.01% | 215 |
|
|
2023
Q3 | $22.5K | Hold |
158
| – | – | 0.01% | 204 |
|
|
2023
Q2 | $23.7K | Hold |
158
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $22.9K | Hold |
158
| – | – | 0.01% | 193 |
|
|
2022
Q4 | $22.4K | Hold |
158
| – | – | 0.01% | 182 |
|
|
2022
Q3 | $20.2K | Buy |
+158
| New | +$20.2K | 0.01% | 187 |
|