DWM
Doyle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $229K | Sell |
1,797
-28
| -2% | -$3.57K | 0.02% | 189 |
|
|
2022
Q2 | $245K | Buy |
1,825
+2
| +0.1% | +$268 | 0.02% | 190 |
|
|
2022
Q1 | $287K | Buy |
1,823
+195
| +12% | +$30.7K | 0.02% | 205 |
|
|
2021
Q4 | $265K | Buy |
+1,628
| New | +$265K | 0.02% | 197 |
|
|
2020
Q1 | – | Sell |
-1,933
| Closed | -$224K | – | 207 |
|
|
2019
Q4 | $224K | Buy |
1,933
+2
| +0.1% | +$232 | 0.03% | 194 |
|
|
2019
Q3 | $209K | Buy |
1,931
+3
| +0.2% | +$325 | 0.03% | 191 |
|
|
2019
Q2 | $208K | Sell |
1,928
-198
| -9% | -$21.4K | 0.03% | 186 |
|
|
2019
Q1 | $225K | Buy |
2,126
+528
| +33% | +$55.9K | 0.03% | 178 |
|
|
2018
Q4 | $146K | Buy |
+1,598
| New | +$146K | 0.02% | 209 |
|
|
2017
Q2 | – | Sell |
-2,251
| Closed | -$204K | – | 144 |
|
|
2017
Q1 | $204K | Buy |
+2,251
| New | +$204K | 0.04% | 129 |
|