EWM
Edge 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 | $588K | Sell |
3,231
-98
| -3% | -$17.8K | 0.11% | 46 |
|
|
2025
Q1 | $577K | Sell |
3,329
-3,589
| -52% | -$622K | 0.12% | 46 |
|
|
2024
Q4 | $1.21M | Buy |
6,918
+3,805
| +122% | +$667K | 0.25% | 32 |
|
|
2024
Q3 | $558K | Buy |
3,113
+423
| +16% | +$75.8K | 0.11% | 45 |
|
|
2024
Q2 | $442K | Buy |
2,690
+2
| +0.1% | +$329 | 0.09% | 47 |
|
|
2024
Q1 | $455K | Buy |
2,688
+428
| +19% | +$72.5K | 0.1% | 50 |
|
|
2023
Q4 | $357K | Buy |
2,260
+790
| +54% | +$125K | 0.08% | 55 |
|
|
2023
Q3 | $208K | Buy |
+1,470
| New | +$208K | 0.05% | 69 |
|
|
2020
Q3 | – | Sell |
-165
| Closed | -$17K | – | 591 |
|
|
2020
Q2 | $17K | Buy |
+165
| New | +$17K | ﹤0.01% | 384 |
|
|
2020
Q1 | – | Sell |
-205
| Closed | -$24K | – | 666 |
|
|
2019
Q4 | $24K | Hold |
205
| – | – | ﹤0.01% | 318 |
|
|
2019
Q3 | $22K | Buy |
+205
| New | +$22K | 0.01% | 321 |
|