GWMIA
Global Wealth Management Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-242
| Closed | -$25K | – | 591 |
|
|
2020
Q2 | $25K | Sell |
242
-494
| -67% | -$51K | 0.01% | 259 |
|
|
2020
Q1 | $62K | Hold |
736
| – | – | 0.03% | 159 |
|
|
2019
Q4 | $85K | Sell |
736
-61
| -8% | -$7.05K | 0.04% | 149 |
|
|
2019
Q3 | $86K | Sell |
797
-60
| -7% | -$6.47K | 0.04% | 143 |
|
|
2019
Q2 | $92K | Sell |
857
-1,536
| -64% | -$165K | 0.04% | 141 |
|
|
2019
Q1 | $250K | Sell |
2,393
-2,407
| -50% | -$251K | 0.13% | 103 |
|
|
2018
Q4 | $439K | Buy |
+4,800
| New | +$439K | 0.26% | 88 |
|