EMAM
Encompass More Asset 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 | $371K | Sell |
2,041
-1,944
| -49% | -$353K | 0.09% | 144 |
|
|
2025
Q1 | $690K | Buy |
3,985
+299
| +8% | +$51.8K | 0.21% | 96 |
|
|
2024
Q4 | $646K | Buy |
3,686
+732
| +25% | +$128K | 0.21% | 89 |
|
|
2024
Q3 | $529K | Buy |
+2,954
| New | +$529K | 0.2% | 90 |
|
|
2024
Q1 | – | Sell |
-10,038
| Closed | -$1.58M | – | 120 |
|
|
2023
Q4 | $1.58M | Buy |
+10,038
| New | +$1.58M | 1.78% | 14 |
|