BPWA
Beacon Pointe Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $7.78M | Sell |
67,226
-7,852
| -10% | -$909K | 1.43% | 17 |
|
|
2019
Q3 | $8.11M | Sell |
75,078
-2,921
| -4% | -$316K | 1.71% | 14 |
|
|
2019
Q2 | $8.41M | Sell |
77,999
-1,604
| -2% | -$173K | 1.78% | 14 |
|
|
2019
Q1 | $8.31M | Sell |
79,603
-3,051
| -4% | -$319K | 1.9% | 13 |
|
|
2018
Q4 | $7.56M | Buy |
+82,654
| New | +$7.56M | 2.73% | 7 |
|