FWM
Foguth 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 | $478K | Sell |
2,628
-269
| -9% | -$48.9K | 0.1% | 80 |
|
|
2025
Q1 | $502K | Sell |
2,897
-103
| -3% | -$17.8K | 0.12% | 79 |
|
|
2024
Q4 | $546K | Buy |
3,000
+32
| +1% | +$5.83K | 0.14% | 76 |
|
|
2024
Q3 | $527K | Buy |
2,968
+59
| +2% | +$10.5K | 0.19% | 70 |
|
|
2024
Q2 | $478K | Buy |
2,909
+10
| +0.3% | +$1.64K | 0.21% | 66 |
|
|
2024
Q1 | $491K | Buy |
+2,899
| New | +$491K | 0.26% | 73 |
|