CWG
Cornerstone Wealth Group’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
Q2 | $13M | Sell |
71,705
-10,370
| -13% | -$1.88M | 0.98% | 21 |
|
|
2025
Q1 | $14.2M | Buy |
82,075
+17,296
| +27% | +$3M | 1.18% | 17 |
|
|
2024
Q4 | $11.4M | Buy |
64,779
+24,871
| +62% | +$4.36M | 0.93% | 23 |
|
|
2024
Q3 | $7.15M | Buy |
39,908
+32,117
| +412% | +$5.75M | 0.59% | 41 |
|
|
2024
Q2 | $1.28M | Buy |
7,791
+82
| +1% | +$13.5K | 0.11% | 116 |
|
|
2024
Q1 | $1.31M | Buy |
+7,709
| New | +$1.31M | 0.12% | 112 |
|
|
2022
Q4 | – | Sell |
-65,733
| Closed | -$8.37M | – | 148 |
|
|
2022
Q3 | $8.37M | Sell |
65,733
-22,040
| -25% | -$2.81M | 1.85% | 12 |
|
|
2022
Q2 | $11.8M | Buy |
+87,773
| New | +$11.8M | 2.47% | 8 |
|