CWM
Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.28M | Buy |
7,409
+514
| +7% | +$89K | 0.03% | 99 |
|
|
2024
Q4 | $1.21M | Buy |
6,895
+181
| +3% | +$31.7K | 0.03% | 100 |
|
|
2024
Q3 | $1.2M | Hold |
6,714
| – | – | 0.03% | 105 |
|
|
2024
Q2 | $1.1M | Sell |
6,714
-4,340
| -39% | -$713K | 0.03% | 92 |
|
|
2024
Q1 | $1.87M | Hold |
11,054
| – | – | 0.05% | 72 |
|
|
2023
Q4 | $1.74M | Buy |
+11,054
| New | +$1.74M | 0.04% | 70 |
|