CWA
Choice Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.25M | Sell |
42,062
-99
| -0.2% | -$5.3K | 1.02% | 17 |
|
|
2025
Q1 | $2.06M | Buy |
42,161
+124
| +0.3% | +$6.07K | 1.08% | 16 |
|
|
2024
Q4 | $2.11M | Sell |
42,037
-1,844
| -4% | -$92.6K | 1.08% | 16 |
|
|
2024
Q3 | $2.25M | Hold |
43,881
| – | – | 1.12% | 16 |
|
|
2024
Q2 | $1.99M | Sell |
43,881
-6
| -0% | -$272 | 1.06% | 16 |
|
|
2024
Q1 | $2.09M | Buy |
43,887
+2,770
| +7% | +$132K | 1.27% | 14 |
|
|
2023
Q4 | $1.77M | Sell |
41,117
-1,108
| -3% | -$47.8K | 1.1% | 14 |
|
|
2023
Q3 | $1.62M | Buy |
42,225
+33,780
| +400% | +$1.29M | 1.14% | 14 |
|
|
2023
Q2 | $1.73M | Sell |
8,445
-1,136
| -12% | -$232K | 1.18% | 14 |
|
|
2023
Q1 | $1.8M | Sell |
9,581
-110
| -1% | -$20.6K | 1.31% | 14 |
|
|
2022
Q4 | $1.73M | Sell |
9,691
-38
| -0.4% | -$6.77K | 1.3% | 16 |
|
|
2022
Q3 | $1.51M | Buy |
+9,729
| New | +$1.51M | 1.26% | 14 |
|
|
2022
Q2 | – | Sell |
-10,567
| Closed | -$1.94M | – | 47 |
|
|
2022
Q1 | $1.94M | Hold |
10,567
| – | – | 1.54% | 11 |
|
|
2021
Q4 | $2.09M | Buy |
10,567
+2,032
| +24% | +$402K | 1.54% | 11 |
|
|
2021
Q3 | $1.56M | Buy |
8,535
+12
| +0.1% | +$2.19K | 1.26% | 13 |
|
|
2021
Q2 | $1.59M | Buy |
8,523
+2,338
| +38% | +$436K | 1.14% | 14 |
|
|
2021
Q1 | $1.1M | Buy |
+6,185
| New | +$1.1M | 0.91% | 13 |
|