AWMG
Alliance Wealth Management Group’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 | $1.27M | Hold |
6,989
| – | – | 0.32% | 40 |
|
|
2025
Q1 | $1.21M | Sell |
6,989
-60
| -0.9% | -$10.4K | 0.33% | 41 |
|
|
2024
Q4 | $1.24M | Hold |
7,049
| – | – | 0.33% | 40 |
|
|
2024
Q3 | $1.26M | Hold |
7,049
| – | – | 0.34% | 40 |
|
|
2024
Q2 | $1.16M | Hold |
7,049
| – | – | 0.33% | 40 |
|
|
2024
Q1 | $1.19M | Hold |
7,049
| – | – | 0.35% | 41 |
|
|
2023
Q4 | $1.11M | Buy |
+7,049
| New | +$1.11M | 0.35% | 40 |
|
|
2023
Q2 | $1.15M | Hold |
7,665
| – | – | 0.37% | 40 |
|
|
2023
Q1 | $1.11M | Hold |
7,665
| – | – | 0.38% | 40 |
|
|
2022
Q4 | $1.08M | Hold |
7,665
| – | – | 0.4% | 37 |
|
|
2022
Q3 | $976K | Hold |
7,665
| – | – | 0.38% | 39 |
|
|
2022
Q2 | $1.03M | Hold |
7,665
| – | – | 0.38% | 39 |
|
|
2022
Q1 | $1.21M | Hold |
7,665
| – | – | 0.39% | 38 |
|
|
2021
Q4 | $1.25M | Hold |
7,665
| – | – | 0.39% | 38 |
|
|
2021
Q3 | $1.15M | Buy |
+7,665
| New | +$1.15M | 0.37% | 38 |
|