EWM
Empirical Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Buy |
+5,149
| New | +$210K | ﹤0.01% | 634 |
|
|
2024
Q2 | – | Sell |
-6,897
| Closed | -$243K | – | 576 |
|
|
2024
Q1 | $243K | Hold |
6,897
| – | – | 0.01% | 472 |
|
|
2023
Q4 | $225K | Sell |
6,897
-610
| -8% | -$19.9K | 0.01% | 448 |
|
|
2023
Q3 | $211K | Buy |
+7,507
| New | +$211K | 0.01% | 437 |
|
|
2023
Q2 | – | Sell |
-996
| Closed | -$275K | – | 499 |
|
|
2023
Q1 | $275K | Buy |
+996
| New | +$275K | 0.01% | 403 |
|
|
2022
Q1 | – | Sell |
-706
| Closed | -$229K | – | 538 |
|
|
2021
Q4 | $229K | Hold |
706
| – | – | 0.01% | 470 |
|
|
2021
Q3 | $203K | Sell |
706
-72
| -9% | -$20.7K | 0.01% | 429 |
|
|
2021
Q2 | $226K | Buy |
+778
| New | +$226K | 0.01% | 410 |
|