Clearview Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-351
| Closed | -$52.6K | – | 519 |
|
|
2023
Q2 | $52.6K | Buy |
351
+1
| +0.3% | +$150 | 0.05% | 195 |
|
|
2023
Q1 | $50.7K | Buy |
350
+1
| +0.3% | +$145 | 0.05% | 200 |
|
|
2022
Q4 | $49.4K | Buy |
349
+1
| +0.3% | +$141 | 0.04% | 171 |
|
|
2022
Q3 | $44K | Hold |
348
| – | – | 0.03% | 177 |
|
|
2022
Q2 | $47K | Buy |
348
+1
| +0.3% | +$135 | 0.04% | 192 |
|
|
2022
Q1 | $55K | Buy |
347
+1
| +0.3% | +$159 | 0.04% | 189 |
|
|
2021
Q4 | $56K | Sell |
346
-125
| -27% | -$20.2K | 0.03% | 218 |
|
|
2021
Q3 | $71K | Sell |
471
-75
| -14% | -$11.3K | 0.05% | 204 |
|
|
2021
Q2 | $82K | Sell |
546
-85
| -13% | -$12.8K | 0.05% | 187 |
|
|
2021
Q1 | $90K | Buy |
631
+288
| +84% | +$41.1K | 0.06% | 169 |
|
|
2020
Q4 | $44K | Buy |
+343
| New | +$44K | 0.03% | 208 |
|