GWAG
Garrett Wealth Advisory Group’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 | – | Sell |
-1,370
| Closed | -$237K | – | 119 |
|
|
2025
Q1 | $237K | Sell |
1,370
-113
| -8% | -$19.6K | 0.05% | 98 |
|
|
2024
Q4 | $260K | Sell |
1,483
-2,562
| -63% | -$449K | 0.06% | 87 |
|
|
2024
Q3 | $725K | Buy |
4,045
+1,905
| +89% | +$341K | 0.18% | 44 |
|
|
2024
Q2 | $352K | Buy |
+2,140
| New | +$352K | 0.13% | 62 |
|