FWM
Forefront 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 | $217K | Buy |
1,194
+1
| +0.1% | +$182 | 0.17% | 57 |
|
|
2025
Q1 | $207K | Sell |
1,193
-259
| -18% | -$44.9K | 0.19% | 48 |
|
|
2024
Q4 | $254K | Buy |
+1,452
| New | +$254K | 0.23% | 44 |
|
|
2023
Q3 | $917K | Sell |
6,472
-18
| -0.3% | -$2.55K | 1.29% | 25 |
|
|
2023
Q2 | $971K | Sell |
6,490
-7
| -0.1% | -$1.05K | 1.28% | 26 |
|
|
2023
Q1 | $940K | Buy |
6,497
+314
| +5% | +$45.4K | 1.23% | 28 |
|
|
2022
Q4 | $881K | Buy |
6,183
+1,475
| +31% | +$210K | 1.19% | 26 |
|
|
2022
Q3 | $599K | Sell |
4,708
-116
| -2% | -$14.8K | 0.83% | 31 |
|
|
2022
Q2 | $649K | Sell |
4,824
-69
| -1% | -$9.28K | 0.87% | 30 |
|
|
2022
Q1 | $772K | Buy |
+4,893
| New | +$772K | 0.76% | 32 |
|