DWP
Daymark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.9M | Sell |
10,451
-2,045
| -16% | -$372K | 0.07% | 184 |
|
|
2025
Q1 | $2.16M | Sell |
12,496
-1,289
| -9% | -$223K | 0.09% | 162 |
|
|
2024
Q4 | $2.42M | Sell |
13,785
-1,090
| -7% | -$191K | 0.1% | 151 |
|
|
2024
Q3 | $2.67M | Sell |
14,875
-847
| -5% | -$152K | 0.11% | 142 |
|
|
2024
Q2 | $2.58M | Buy |
15,722
+13,678
| +669% | +$2.25M | 0.12% | 140 |
|
|
2024
Q1 | $346K | Buy |
2,044
+82
| +4% | +$13.9K | 0.02% | 321 |
|
|
2023
Q4 | $310K | Hold |
1,962
| – | – | 0.02% | 316 |
|
|
2023
Q3 | $278K | Sell |
1,962
-674
| -26% | -$95.5K | 0.02% | 317 |
|
|
2023
Q2 | $394K | Buy |
+2,636
| New | +$394K | 0.03% | 262 |
|