CWP
Concord Wealth Partners’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-12
| Closed | -$3.5K | – | 1062 |
|
|
2023
Q1 | $3.5K | Hold |
12
| – | – | ﹤0.01% | 731 |
|
|
2022
Q4 | $3.46K | Buy |
+12
| New | +$3.46K | ﹤0.01% | 837 |
|
|
2022
Q3 | – | Sell |
-12
| Closed | -$3K | – | 931 |
|
|
2022
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 961 |
|
|
2022
Q1 | $4K | Hold |
12
| – | – | ﹤0.01% | 980 |
|
|
2021
Q4 | $4K | Hold |
12
| – | – | ﹤0.01% | 1009 |
|
|
2021
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 645 |
|
|
2021
Q2 | $4K | Hold |
12
| – | – | ﹤0.01% | 780 |
|
|
2021
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 774 |
|
|
2020
Q4 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 492 |
|