BWM
BKM 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 | $2.13M | Sell |
11,740
-168
| -1% | -$30.5K | 0.83% | 33 |
|
|
2025
Q1 | $2.06M | Buy |
11,908
+308
| +3% | +$53.4K | 0.85% | 36 |
|
|
2024
Q4 | $2.03M | Buy |
11,600
+520
| +5% | +$91.1K | 0.83% | 33 |
|
|
2024
Q3 | $1.99M | Sell |
11,080
-524
| -5% | -$93.9K | 0.81% | 32 |
|
|
2024
Q2 | $1.91M | Sell |
11,604
-166
| -1% | -$27.3K | 0.92% | 32 |
|
|
2024
Q1 | $1.99M | Sell |
11,770
-4,235
| -26% | -$717K | 0.86% | 30 |
|
|
2023
Q4 | $2.53M | Buy |
+16,005
| New | +$2.53M | 1.08% | 19 |
|