AWA
Amplius Wealth Advisors’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 | $7.34M | Sell |
40,400
-1,542
| -4% | -$280K | 0.68% | 30 |
|
|
2025
Q1 | $7.27M | Buy |
41,942
+215
| +0.5% | +$37.2K | 0.76% | 29 |
|
|
2024
Q4 | $7.31M | Sell |
41,727
-979
| -2% | -$172K | 0.75% | 30 |
|
|
2024
Q3 | $7.65M | Sell |
42,706
-640
| -1% | -$115K | 0.84% | 29 |
|
|
2024
Q2 | $7.12M | Sell |
43,346
-5,612
| -11% | -$922K | 0.79% | 31 |
|
|
2024
Q1 | $8.29M | Sell |
48,958
-2,106
| -4% | -$357K | 0.93% | 27 |
|
|
2023
Q4 | $8.06M | Sell |
51,064
-5,916
| -10% | -$934K | 0.97% | 27 |
|
|
2023
Q3 | $8.07M | Sell |
56,980
-1,371
| -2% | -$194K | 1.08% | 25 |
|
|
2023
Q2 | $8.73M | Sell |
58,351
-2,736
| -4% | -$409K | 1.18% | 24 |
|
|
2023
Q1 | $8.83M | Buy |
61,087
+910
| +2% | +$132K | 1.27% | 22 |
|
|
2022
Q4 | $8.5M | Sell |
60,177
-195,668
| -76% | -$27.6M | 1.36% | 22 |
|
|
2022
Q3 | $32.6M | Buy |
255,845
+27,370
| +12% | +$3.48M | 5.82% | 4 |
|
|
2022
Q2 | $30.7M | Buy |
228,475
+53,914
| +31% | +$7.24M | 4.96% | 5 |
|
|
2022
Q1 | $27.5M | Sell |
174,561
-33,898
| -16% | -$5.35M | 4.23% | 5 |
|
|
2021
Q4 | $33.9M | Buy |
+208,459
| New | +$33.9M | 4.68% | 4 |
|