GWA
GGM Wealth Advisors’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
Q1 | $1.91M | Buy |
11,389
+168
| +1% | +$28.2K | 1.06% | 29 |
|
|
2024
Q4 | $1.97M | Sell |
11,221
-175
| -2% | -$30.7K | 1.03% | 29 |
|
|
2024
Q3 | $2.04M | Sell |
11,396
-269
| -2% | -$48.2K | 0.88% | 31 |
|
|
2024
Q2 | $1.92M | Buy |
11,665
+420
| +4% | +$69K | 0.88% | 33 |
|
|
2024
Q1 | $1.88M | Buy |
11,245
+216
| +2% | +$36.2K | 0.88% | 29 |
|
|
2023
Q4 | $1.74M | Buy |
11,029
+1,090
| +11% | +$172K | 0.72% | 32 |
|
|
2023
Q3 | $1.41M | Buy |
9,939
+359
| +4% | +$50.9K | 0.61% | 38 |
|
|
2023
Q2 | $1.45M | Buy |
+9,580
| New | +$1.45M | 0.59% | 37 |
|
|
2023
Q1 | – | Sell |
-7,311
| Closed | -$1.06M | – | 115 |
|
|
2022
Q4 | $1.06M | Buy |
7,311
+173
| +2% | +$25.1K | 0.55% | 40 |
|
|
2022
Q3 | $975K | Buy |
7,138
+2,983
| +72% | +$407K | 0.53% | 40 |
|
|
2022
Q2 | $561K | Buy |
4,155
+1,004
| +32% | +$136K | 0.31% | 63 |
|
|
2022
Q1 | $496K | Buy |
3,151
+1,772
| +128% | +$279K | 0.25% | 78 |
|
|
2021
Q4 | $224K | Sell |
1,379
-34
| -2% | -$5.52K | 0.18% | 89 |
|
|
2021
Q3 | $224K | Buy |
+1,413
| New | +$224K | 0.18% | 86 |
|