CWA
Cascade Wealth Advisors’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-21,900
| Closed | -$610K | – | 58 |
|
|
2025
Q1 | $610K | Hold |
21,900
| – | – | 0.42% | 28 |
|
|
2024
Q4 | $642K | Hold |
21,900
| – | – | 0.43% | 28 |
|
|
2024
Q3 | $706K | Hold |
21,900
| – | – | 0.5% | 29 |
|
|
2024
Q2 | $678K | Hold |
21,900
| – | – | 0.5% | 30 |
|
|
2024
Q1 | $656K | Buy |
+21,900
| New | +$656K | 0.56% | 33 |
|