BWA
BDO Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $450K | Buy |
1,529
+4
| +0.3% | +$1.18K | 0.05% | 182 |
|
|
2023
Q1 | $421K | Hold |
1,525
| – | – | 0.05% | 178 |
|
|
2022
Q4 | $371K | Sell |
1,525
-25
| -2% | -$6.07K | 0.05% | 199 |
|
|
2022
Q3 | $351K | Hold |
1,550
| – | – | 0.05% | 204 |
|
|
2022
Q2 | $366K | Sell |
1,550
-50
| -3% | -$11.8K | 0.05% | 198 |
|
|
2022
Q1 | $463K | Hold |
1,600
| – | – | 0.05% | 189 |
|
|
2021
Q4 | $518K | Hold |
1,600
| – | – | 0.05% | 183 |
|
|
2021
Q3 | $461K | Hold |
1,600
| – | – | 0.05% | 190 |
|
|
2021
Q2 | $464K | Hold |
1,600
| – | – | 0.05% | 194 |
|
|
2021
Q1 | $432K | Buy |
1,600
+1,300
| +433% | +$351K | 0.05% | 198 |
|
|
2020
Q4 | $76K | Hold |
300
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $63K | Hold |
300
| – | – | 0.01% | 308 |
|
|
2020
Q2 | $60K | Hold |
300
| – | – | 0.01% | 309 |
|
|
2020
Q1 | $48K | Buy |
+300
| New | +$48K | 0.01% | 337 |
|