AWM
Atticus 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 | $825K | Buy |
4,540
+2,950
| +186% | +$536K | 0.22% | 61 |
|
|
2025
Q1 | $275K | Sell |
1,590
-60
| -4% | -$10.4K | 0.09% | 102 |
|
|
2024
Q4 | $289K | Buy |
1,650
+4
| +0.2% | +$701 | 0.09% | 94 |
|
|
2024
Q3 | $295K | Buy |
1,646
+5
| +0.3% | +$896 | 0.09% | 97 |
|
|
2024
Q2 | $270K | Sell |
1,641
-1,049
| -39% | -$172K | 0.09% | 98 |
|
|
2024
Q1 | $456K | Buy |
2,690
+9
| +0.3% | +$1.52K | 0.15% | 71 |
|
|
2023
Q4 | $423K | Sell |
2,681
-3,148
| -54% | -$497K | 0.15% | 79 |
|
|
2023
Q3 | $826K | Buy |
5,829
+524
| +10% | +$74.2K | 0.32% | 44 |
|
|
2023
Q2 | $794K | Sell |
5,305
-1,939
| -27% | -$290K | 0.29% | 46 |
|
|
2023
Q1 | $1.05M | Buy |
7,244
+32
| +0.4% | +$4.63K | 0.4% | 40 |
|
|
2022
Q4 | $1.02M | Buy |
7,212
+6,452
| +849% | +$911K | 0.42% | 43 |
|
|
2022
Q3 | $102K | Hold |
760
| – | – | 0.05% | 162 |
|
|
2022
Q2 | $102K | Buy |
760
+1
| +0.1% | +$134 | 0.04% | 181 |
|
|
2022
Q1 | $120K | Hold |
759
| – | – | 0.04% | 184 |
|
|
2021
Q4 | $123K | Buy |
759
+1
| +0.1% | +$162 | 0.05% | 151 |
|
|
2021
Q3 | $114K | Hold |
758
| – | – | 0.05% | 149 |
|
|
2021
Q2 | $114K | Buy |
758
+1
| +0.1% | +$150 | 0.05% | 154 |
|
|
2021
Q1 | $107K | Sell |
757
-380
| -33% | -$53.7K | 0.05% | 151 |
|
|
2020
Q4 | $145K | Buy |
1,137
+1
| +0.1% | +$128 | 0.07% | 130 |
|
|
2020
Q3 | $123K | Buy |
1,136
+169
| +17% | +$18.3K | 0.07% | 118 |
|
|
2020
Q2 | $98K | Sell |
967
-606
| -39% | -$61.4K | 0.06% | 132 |
|
|
2020
Q1 | $132K | Sell |
1,573
-311
| -17% | -$26.1K | 0.11% | 99 |
|
|
2019
Q4 | $218K | Buy |
+1,884
| New | +$218K | 0.14% | 83 |
|