BHWM
Bar Harbor 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 | $381K | Buy |
2,099
+544
| +35% | +$98.9K | 0.02% | 195 |
|
|
2025
Q1 | $269K | Sell |
1,555
-150
| -9% | -$26K | 0.02% | 218 |
|
|
2024
Q4 | $299K | Buy |
1,705
+150
| +10% | +$26.3K | 0.02% | 212 |
|
|
2024
Q3 | $279K | Hold |
1,555
| – | – | 0.02% | 230 |
|
|
2024
Q2 | $255K | Buy |
1,555
+298
| +24% | +$49K | 0.02% | 230 |
|
|
2024
Q1 | $213K | Buy |
+1,257
| New | +$213K | 0.01% | 245 |
|