EWM
EPG 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 | $140K | Sell |
771
-5,971
| -89% | -$1.08M | 0.04% | 192 |
|
|
2025
Q1 | $1.17M | Sell |
6,742
-3,392
| -33% | -$588K | 0.33% | 88 |
|
|
2024
Q4 | $1.78M | Sell |
10,134
-86
| -0.8% | -$15.1K | 0.47% | 53 |
|
|
2024
Q3 | $1.83M | Buy |
+10,220
| New | +$1.83M | 0.46% | 56 |
|
|
2024
Q2 | – | Sell |
-12,142
| Closed | -$2.06M | – | 55 |
|
|
2024
Q1 | $2.06M | Buy |
12,142
+107
| +0.9% | +$18.1K | 0.5% | 48 |
|
|
2023
Q4 | $1.89M | Buy |
12,035
+706
| +6% | +$111K | 0.5% | 48 |
|
|
2023
Q3 | $1.61M | Buy |
11,329
+406
| +4% | +$57.5K | 0.48% | 47 |
|
|
2023
Q2 | $1.63M | Sell |
10,923
-311
| -3% | -$46.5K | 0.48% | 49 |
|
|
2023
Q1 | $1.62M | Buy |
11,234
+1,053
| +10% | +$152K | 0.51% | 46 |
|
|
2022
Q4 | $1.44M | Buy |
10,181
+1,753
| +21% | +$248K | 0.55% | 37 |
|
|
2022
Q3 | $1.07M | Buy |
8,428
+1,800
| +27% | +$229K | 0.44% | 53 |
|
|
2022
Q2 | $890K | Buy |
6,628
+1,814
| +38% | +$244K | 0.38% | 62 |
|
|
2022
Q1 | $759K | Buy |
4,814
+4,614
| +2,307% | +$727K | 0.26% | 77 |
|
|
2021
Q4 | $33K | Sell |
200
-100
| -33% | -$16.5K | 0.01% | 312 |
|
|
2021
Q3 | $45K | Buy |
+300
| New | +$45K | 0.02% | 279 |
|
|
2020
Q1 | – | Sell |
-1,562
| Closed | -$181K | – | 854 |
|
|
2019
Q4 | $181K | Buy |
+1,562
| New | +$181K | 0.13% | 106 |
|