AFWM
AMJ Financial 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 | – | Sell |
-5,289
| Closed | -$916K | – | 92 |
|
|
2025
Q1 | $916K | Buy |
5,289
+77
| +1% | +$13.3K | 0.27% | 50 |
|
|
2024
Q4 | $913K | Buy |
5,212
+19
| +0.4% | +$3.33K | 0.25% | 53 |
|
|
2024
Q3 | $930K | Buy |
5,193
+1,230
| +31% | +$220K | 0.27% | 49 |
|
|
2024
Q2 | $651K | Sell |
3,963
-3,647
| -48% | -$599K | 0.2% | 52 |
|
|
2024
Q1 | $1.29M | Sell |
7,610
-8,969
| -54% | -$1.52M | 0.43% | 46 |
|
|
2023
Q4 | $2.62M | Sell |
16,579
-2,389
| -13% | -$377K | 1.1% | 37 |
|
|
2023
Q3 | $2.69M | Buy |
18,968
+683
| +4% | +$96.8K | 1.24% | 31 |
|
|
2023
Q2 | $2.74M | Buy |
18,285
+3,171
| +21% | +$475K | 1.2% | 31 |
|
|
2023
Q1 | $2.19M | Buy |
15,114
+66
| +0.4% | +$9.55K | 1.41% | 25 |
|
|
2022
Q4 | $2.13M | Buy |
+15,048
| New | +$2.13M | 1.26% | 23 |
|