EWM
Evermay 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 | $1.36M | Sell |
7,461
-840
| -10% | -$153K | 0.17% | 55 |
|
|
2025
Q1 | $1.44M | Sell |
8,301
-139
| -2% | -$24.1K | 0.19% | 54 |
|
|
2024
Q4 | $1.48M | Hold |
8,440
| – | – | 0.22% | 56 |
|
|
2024
Q3 | $1.51M | Sell |
8,440
-200
| -2% | -$35.8K | 0.24% | 55 |
|
|
2024
Q2 | $1.42M | Buy |
8,640
+200
| +2% | +$32.9K | 0.23% | 55 |
|
|
2024
Q1 | $1.43M | Buy |
8,440
+1,058
| +14% | +$179K | 0.22% | 57 |
|
|
2023
Q4 | $1.16M | Buy |
7,382
+1,290
| +21% | +$204K | 0.22% | 50 |
|
|
2023
Q3 | $863K | Sell |
6,092
-65
| -1% | -$9.21K | 0.18% | 67 |
|
|
2023
Q2 | $921K | Sell |
6,157
-133
| -2% | -$19.9K | 0.18% | 63 |
|
|
2023
Q1 | $910K | Sell |
6,290
-371
| -6% | -$53.7K | 0.18% | 60 |
|
|
2022
Q4 | $941K | Buy |
6,661
+3,056
| +85% | +$432K | 0.19% | 60 |
|
|
2022
Q3 | $459K | Buy |
3,605
+828
| +30% | +$105K | 0.09% | 94 |
|
|
2022
Q2 | $373K | Buy |
2,777
+2,041
| +277% | +$274K | 0.07% | 115 |
|
|
2022
Q1 | $116K | Buy |
736
+475
| +182% | +$74.9K | 0.02% | 242 |
|
|
2021
Q4 | $42K | Buy |
261
+1
| +0.4% | +$161 | 0.01% | 297 |
|
|
2021
Q3 | $39K | Hold |
260
| – | – | 0.01% | 292 |
|
|
2021
Q2 | $39K | Buy |
+260
| New | +$39K | 0.01% | 312 |
|