BWM
Bulltick 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 | $5.85M | Buy |
32,201
+33
| +0.1% | +$6K | 1.44% | 24 |
|
2025
Q1 | $5.57M | Buy |
32,168
+2,715
| +9% | +$470K | 1.48% | 19 |
|
2024
Q4 | $5.16M | Buy |
29,453
+19,360
| +192% | +$3.39M | 1.18% | 22 |
|
2024
Q3 | $1.81M | Buy |
10,093
+3,606
| +56% | +$646K | 0.44% | 51 |
|
2024
Q2 | $1.07M | Sell |
6,487
-800
| -11% | -$131K | 0.26% | 57 |
|
2024
Q1 | $1.23M | Sell |
7,287
-2,672
| -27% | -$453K | 0.21% | 63 |
|
2023
Q4 | $1.57M | Buy |
9,959
+824
| +9% | +$130K | 0.36% | 55 |
|
2023
Q3 | $1.29M | Sell |
9,135
-1,267
| -12% | -$180K | 0.31% | 58 |
|
2023
Q2 | $1.56M | Buy |
+10,402
| New | +$1.56M | 0.35% | 52 |
|