CWA
Cascade Wealth Advisors’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,300
| Closed | -$835K | – | 57 |
|
|
2025
Q1 | $835K | Hold |
12,300
| – | – | 0.58% | 26 |
|
|
2024
Q4 | $890K | Hold |
12,300
| – | – | 0.6% | 27 |
|
|
2024
Q3 | $849K | Hold |
12,300
| – | – | 0.61% | 27 |
|
|
2024
Q2 | $799K | Hold |
12,300
| – | – | 0.59% | 27 |
|
|
2024
Q1 | $741K | Buy |
+12,300
| New | +$741K | 0.63% | 32 |
|