CWA
Continuum 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
Q4 | – | Sell |
-49,484
| Closed | -$7.01M | – | 53 |
|
|
2023
Q3 | $7.01M | Buy |
49,484
+1,410
| +3% | +$200K | 4.94% | 8 |
|
|
2023
Q2 | $7.19M | Sell |
48,074
-62,837
| -57% | -$9.4M | 5.09% | 7 |
|
|
2023
Q1 | $16M | Buy |
110,911
+45,783
| +70% | +$6.62M | 13.09% | 1 |
|
|
2022
Q4 | $9.2M | Buy |
+65,128
| New | +$9.2M | 9.14% | 5 |
|