EWP
Elevation 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 | $734K | Sell |
4,040
-3,054
| -43% | -$555K | 0.29% | 54 |
|
|
2025
Q1 | $1.23M | Sell |
7,094
-280
| -4% | -$48.5K | 0.53% | 38 |
|
|
2024
Q4 | $1.29M | Sell |
7,374
-15,635
| -68% | -$2.74M | 0.55% | 36 |
|
|
2024
Q3 | $4.12M | Buy |
23,009
+1,393
| +6% | +$250K | 1.77% | 11 |
|
|
2024
Q2 | $3.55M | Buy |
21,616
+3,826
| +22% | +$629K | 1.68% | 12 |
|
|
2024
Q1 | $3.01M | Buy |
17,790
+5,611
| +46% | +$950K | 1.51% | 14 |
|
|
2023
Q4 | $1.73M | Buy |
+12,179
| New | +$1.73M | 1.03% | 21 |
|