FWA
FOCUS Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-62,684
| Closed | -$8.41M | – | 50 |
|
|
2022
Q2 | $8.41M | Buy |
62,684
+933
| +2% | +$125K | 5.76% | 4 |
|
|
2022
Q1 | $9.74M | Sell |
61,751
-49
| -0.1% | -$7.73K | 5.8% | 4 |
|
|
2021
Q4 | $10.1M | Buy |
61,800
+2,914
| +5% | +$474K | 6.02% | 4 |
|
|
2021
Q3 | $8.82M | Buy |
58,886
+3,001
| +5% | +$450K | 5.98% | 4 |
|
|
2021
Q2 | $8.42M | Buy |
+55,885
| New | +$8.42M | 5.87% | 4 |
|