BWM
BCS Wealth Management’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,742
| Closed | -$249K | – | 150 |
|
|
2020
Q3 | $249K | Sell |
1,742
-35
| -2% | -$5K | 0.14% | 108 |
|
|
2020
Q2 | $241K | Sell |
1,777
-150
| -8% | -$20.3K | 0.14% | 106 |
|
|
2020
Q1 | $238K | Hold |
1,927
| – | – | 0.17% | 94 |
|
|
2019
Q4 | $281K | Buy |
+1,927
| New | +$281K | 0.19% | 85 |
|