Foundations Investment Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
12,909
+5,008
| +63% | +$551K | 0.02% | 355 |
|
|
2025
Q1 | $814K | Buy |
7,901
+965
| +14% | +$99.5K | 0.02% | 455 |
|
|
2024
Q4 | $709K | Sell |
6,936
-1,161
| -14% | -$119K | 0.01% | 466 |
|
|
2024
Q3 | $828K | Sell |
8,097
-396
| -5% | -$40.5K | 0.02% | 399 |
|
|
2024
Q2 | $803K | Buy |
8,493
+1,584
| +23% | +$150K | 0.02% | 385 |
|
|
2024
Q1 | $656K | Buy |
+6,909
| New | +$656K | 0.02% | 406 |
|