BWA
BlueChip 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.96M | Buy |
27,273
+2,353
| +9% | +$428K | 2.21% | 12 |
|
|
2025
Q1 | $4.32M | Sell |
24,920
-4,841
| -16% | -$839K | 2.12% | 13 |
|
|
2024
Q4 | $5.22M | Sell |
29,761
-2,190
| -7% | -$384K | 2.89% | 9 |
|
|
2024
Q3 | $5.72M | Sell |
31,951
-602
| -2% | -$108K | 3% | 8 |
|
|
2024
Q2 | $5.35M | Sell |
32,553
-3,606
| -10% | -$592K | 3.15% | 9 |
|
|
2024
Q1 | $6.12M | Sell |
36,159
-17,382
| -32% | -$2.94M | 3.95% | 5 |
|
|
2023
Q4 | $8.45M | Buy |
+53,541
| New | +$8.45M | 5.92% | 2 |
|