CWP
Curated Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Hold |
0
| – | – | – | 143 |
|
|
2024
Q1 | – | Sell |
-34,115
| Closed | -$5.38M | – | 114 |
|
|
2023
Q4 | $5.38M | Sell |
34,115
-29,402
| -46% | -$4.64M | 0.88% | 10 |
|
|
2023
Q3 | $9M | Sell |
63,517
-6,068
| -9% | -$860K | 1.64% | 4 |
|
|
2023
Q2 | $10.4M | Buy |
69,585
+1,379
| +2% | +$206K | 2.02% | 5 |
|
|
2023
Q1 | $9.86M | Buy |
68,206
+48,143
| +240% | +$6.96M | 2.22% | 5 |
|
|
2022
Q4 | $2.83M | Buy |
+20,063
| New | +$2.83M | 0.69% | 11 |
|