GWM
Global Wealth Management’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 | $5.4M | Buy |
29,238
+7,138
| +32% | +$1.32M | 2.96% | 11 |
|
|
2025
Q1 | $3.83M | Sell |
22,100
-568
| -3% | -$98.4K | 2.21% | 11 |
|
|
2024
Q4 | $3.97M | Sell |
22,668
-622
| -3% | -$109K | 2.54% | 11 |
|
|
2024
Q3 | $4.17M | Buy |
+23,290
| New | +$4.17M | 2.82% | 11 |
|