BWM

BNC 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
2024 Q1	–	Sell	-5,153	Closed	-$813K	–	105
2023 Q4	$813K	Buy	+5,153	New	+$813K	0.38%	57
2020 Q4	–	Sell	-18	Closed	-$2K	–	391
2020 Q3	$2K	Buy	+18	New	+$2K	﹤0.01%	457