GWMR
GC Wealth Management RIA’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 | $6.14M | Sell |
33,788
-6,721
| -17% | -$1.22M | 0.5% | 37 |
|
|
2025
Q1 | $7.02M | Sell |
40,509
-468
| -1% | -$81.1K | 1.29% | 18 |
|
|
2024
Q4 | $7.18M | Sell |
40,977
-1,148
| -3% | -$201K | 1.26% | 18 |
|
|
2024
Q3 | $7.55M | Sell |
42,125
-113
| -0.3% | -$20.2K | 1.32% | 16 |
|
|
2024
Q2 | $6.94M | Sell |
42,238
-54
| -0.1% | -$8.87K | 1.37% | 16 |
|
|
2024
Q1 | $7.16M | Buy |
42,292
+1,180
| +3% | +$200K | 1.43% | 12 |
|
|
2023
Q4 | $6.49M | Buy |
+41,112
| New | +$6.49M | 2.92% | 4 |
|