CWA
Cascade Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Sell |
142,206
-8,230
| -5% | -$336K | 3.29% | 11 |
|
|
2025
Q1 | $4.89M | Sell |
150,436
-17,750
| -11% | -$577K | 3.38% | 12 |
|
|
2024
Q4 | $6.29M | Sell |
168,186
-14,241
| -8% | -$533K | 4.26% | 10 |
|
|
2024
Q3 | $6.88M | Sell |
182,427
-7,549
| -4% | -$285K | 4.91% | 7 |
|
|
2024
Q2 | $6.79M | Sell |
189,976
-59,343
| -24% | -$2.12M | 5.02% | 7 |
|
|
2024
Q1 | $8.47M | Buy |
+249,319
| New | +$8.47M | 7.2% | 2 |
|