AWM
Austin 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 | $289K | Hold |
1,576
| – | – | 0.05% | 108 |
|
|
2025
Q1 | $264K | Sell |
1,576
-50
| -3% | -$8.39K | 0.05% | 106 |
|
|
2024
Q4 | $293K | Sell |
1,626
-134
| -8% | -$24.1K | 0.06% | 97 |
|
|
2024
Q3 | $312K | Buy |
1,760
+298
| +20% | +$52.8K | 0.07% | 96 |
|
|
2024
Q2 | $244K | Hold |
1,462
| – | – | 0.06% | 101 |
|
|
2024
Q1 | $245K | Hold |
1,462
| – | – | 0.06% | 100 |
|
|
2023
Q4 | $234K | Hold |
1,462
| – | – | 0.06% | 104 |
|
|
2023
Q3 | $215K | Buy |
+1,462
| New | +$215K | 0.07% | 92 |
|