AWA
Archvest 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 | $238K | Hold |
1,312
| – | – | 0.21% | 54 |
|
|
2025
Q1 | $227K | Hold |
1,312
| – | – | 0.19% | 57 |
|
|
2024
Q4 | $230K | Sell |
1,312
-110
| -8% | -$19.3K | 0.17% | 54 |
|
|
2024
Q3 | $255K | Hold |
1,422
| – | – | 0.16% | 54 |
|
|
2024
Q2 | $232K | Sell |
1,422
-215
| -13% | -$35K | 0.15% | 56 |
|
|
2024
Q1 | $276K | Hold |
1,637
| – | – | 0.19% | 52 |
|
|
2023
Q4 | $258K | Hold |
1,637
| – | – | 0.19% | 48 |
|
|
2023
Q3 | $232K | Hold |
1,637
| – | – | 0.19% | 46 |
|
|
2023
Q2 | $245K | Hold |
1,637
| – | – | 0.2% | 44 |
|
|
2023
Q1 | $237K | Hold |
1,637
| – | – | 0.21% | 42 |
|
|
2022
Q4 | $231K | Sell |
1,637
-83
| -5% | -$11.7K | 0.23% | 36 |
|
|
2022
Q3 | $219K | Buy |
1,720
+1
| +0.1% | +$127 | 0.22% | 40 |
|
|
2022
Q2 | $231K | Hold |
1,719
| – | – | 0.23% | 35 |
|
|
2022
Q1 | $271K | Sell |
1,719
-203
| -11% | -$32K | 0.24% | 36 |
|
|
2021
Q4 | $313K | Buy |
+1,922
| New | +$313K | 0.27% | 35 |
|