AWMS
Advocacy Wealth Management Services’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 | $19.6M | Sell |
107,848
-15,169
| -12% | -$2.76M | 1.2% | 27 |
|
|
2025
Q1 | $21.3M | Buy |
123,017
+104,686
| +571% | +$18.1M | 1.45% | 21 |
|
|
2024
Q4 | $3.21M | Buy |
+18,331
| New | +$3.21M | 0.24% | 35 |
|
|
2024
Q3 | – | Sell |
-4,100
| Closed | -$674K | – | 53 |
|
|
2024
Q2 | $674K | Sell |
4,100
-63
| -2% | -$10.4K | 0.06% | 42 |
|
|
2024
Q1 | $705K | Buy |
+4,163
| New | +$705K | 0.06% | 47 |
|
|
2023
Q4 | – | Sell |
-1,428
| Closed | -$202K | – | 53 |
|
|
2023
Q3 | $202K | Hold |
1,428
| – | – | 0.02% | 37 |
|
|
2023
Q2 | $214K | Buy |
+1,428
| New | +$214K | 0.02% | 37 |
|
|
2023
Q1 | – | Sell |
-2,030
| Closed | -$287K | – | 43 |
|
|
2022
Q4 | $287K | Buy |
2,030
+308
| +18% | +$43.5K | 0.04% | 39 |
|
|
2022
Q3 | $232K | Hold |
1,722
| – | – | 0.03% | 36 |
|
|
2022
Q2 | $231K | Buy |
1,722
+1,272
| +283% | +$171K | 0.04% | 35 |
|
|
2022
Q1 | $71K | Buy |
+450
| New | +$71K | 0.01% | 42 |
|
|
2019
Q3 | – | Sell |
-100
| Closed | -$11K | – | 172 |
|
|
2019
Q2 | $11K | Buy |
+100
| New | +$11K | 0.01% | 126 |
|