APW
Axim Planning & Wealth’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 | $381K | Buy |
2,097
+179
| +9% | +$32.5K | 0.35% | 23 |
|
|
2025
Q1 | $332K | Buy |
+1,918
| New | +$332K | 0.29% | 14 |
|
|
2022
Q4 | – | Sell |
-984
| Closed | -$125K | – | 139 |
|
|
2022
Q3 | $125K | Buy |
984
+109
| +12% | +$13.8K | 0.12% | 27 |
|
|
2022
Q2 | $117K | Buy |
+875
| New | +$117K | 0.09% | 24 |
|