BWG
Balanced Wealth Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,172
| Closed | -$568K | – | 68 |
|
|
2024
Q3 | $568K | Sell |
3,172
-281
| -8% | -$50.3K | 0.25% | 41 |
|
|
2024
Q2 | $563K | Sell |
3,453
-591
| -15% | -$96.3K | 0.26% | 42 |
|
|
2024
Q1 | $671K | Sell |
4,044
-198
| -5% | -$32.8K | 0.3% | 39 |
|
|
2023
Q4 | $669K | Buy |
+4,242
| New | +$669K | 0.35% | 38 |
|