CCWM
Correct Capital 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
Q2 | $985K | Hold |
5,419
| – | – | 0.14% | 58 |
|
2025
Q1 | $939K | Hold |
5,419
| – | – | 0.15% | 53 |
|
2024
Q4 | $950K | Hold |
5,419
| – | – | 0.19% | 56 |
|
2024
Q3 | $971K | Hold |
5,419
| – | – | 0.21% | 55 |
|
2024
Q2 | $890K | Hold |
5,419
| – | – | 0.21% | 53 |
|
2024
Q1 | $918K | Sell |
5,419
-414
| -7% | -$70.1K | 0.21% | 60 |
|
2023
Q4 | $920K | Buy |
+5,833
| New | +$920K | 0.23% | 45 |
|