AWM
Arbor Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,470
| Closed | -$489K | – | 52 |
|
|
2019
Q4 | $489K | Sell |
2,470
-361
| -13% | -$71.5K | 0.2% | 48 |
|
|
2019
Q3 | $506K | Sell |
2,831
-276
| -9% | -$49.3K | 0.26% | 43 |
|
|
2019
Q2 | $551K | Hold |
3,107
| – | – | 0.3% | 41 |
|
|
2019
Q1 | $529K | Buy |
+3,107
| New | +$529K | 0.32% | 43 |
|