GWP
Gateway Wealth Partners’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 | $5.91M | Sell |
32,544
-286
| -0.9% | -$52K | 1.12% | 20 |
|
2025
Q1 | $5.69M | Buy |
32,830
+1,140
| +4% | +$197K | 1.28% | 14 |
|
2024
Q4 | $5.55M | Buy |
31,690
+2,785
| +10% | +$488K | 1.44% | 12 |
|
2024
Q3 | $5.18M | Buy |
28,905
+2,027
| +8% | +$363K | 1.43% | 13 |
|
2024
Q2 | $4.42M | Buy |
26,878
+6,036
| +29% | +$992K | 1.33% | 14 |
|
2024
Q1 | $3.53M | Buy |
20,842
+19,520
| +1,477% | +$3.31M | 1.27% | 19 |
|
2023
Q4 | $209K | Sell |
1,322
-586
| -31% | -$92.5K | 0.08% | 216 |
|
2023
Q3 | $270K | Buy |
1,908
+82
| +4% | +$11.6K | 0.05% | 205 |
|
2023
Q2 | $273K | Buy |
1,826
+13
| +0.7% | +$1.95K | 0.05% | 194 |
|
2023
Q1 | $262K | Buy |
+1,813
| New | +$262K | 0.04% | 179 |
|