CSWM
Cassady Schiller 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
Q4 | $45.2K | Hold |
258
| – | – | 0.02% | 212 |
|
|
2024
Q3 | $46.2K | Hold |
258
| – | – | 0.02% | 206 |
|
|
2024
Q2 | $42.4K | Hold |
258
| – | – | 0.02% | 214 |
|
|
2024
Q1 | $43.7K | Hold |
258
| – | – | 0.02% | 219 |
|
|
2023
Q4 | $40.7K | Hold |
258
| – | – | 0.02% | 217 |
|
|
2023
Q3 | $36.6K | Hold |
258
| – | – | 0.02% | 218 |
|
|
2023
Q2 | $38.6K | Hold |
258
| – | – | 0.02% | 218 |
|
|
2023
Q1 | $37.3K | Hold |
258
| – | – | 0.02% | 222 |
|
|
2022
Q4 | $36.4K | Buy |
+258
| New | +$36.4K | 0.02% | 220 |
|