AEPWM
Atlantic Edge Private 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 | $5.62M | Sell |
30,907
-26,189
| -46% | -$4.76M | 1.54% | 18 |
|
|
2025
Q1 | $9.89M | Buy |
57,096
+162
| +0.3% | +$28.1K | 3.02% | 8 |
|
|
2024
Q4 | $9.98M | Buy |
56,934
+1,177
| +2% | +$206K | 3.09% | 9 |
|
|
2024
Q3 | $9.99M | Buy |
55,757
+13,694
| +33% | +$2.45M | 3.04% | 9 |
|
|
2024
Q2 | $6.91M | Buy |
42,063
+3,464
| +9% | +$569K | 2.31% | 12 |
|
|
2024
Q1 | $6.54M | Buy |
38,599
+1,781
| +5% | +$302K | 2.25% | 11 |
|
|
2023
Q4 | $5.81M | Buy |
+36,818
| New | +$5.81M | 2.36% | 10 |
|