GFWA
Grey Fox Wealth Advisors’s Invesco S&P 500 Equal Weight Industrials ETF RSPN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $288K | Buy |
5,378
+12
| +0.2% | +$642 | 0.07% | 109 |
|
|
2025
Q1 | $263K | Buy |
5,366
+12
| +0.2% | +$587 | 0.07% | 109 |
|
|
2024
Q4 | $269K | Buy |
5,354
+17
| +0.3% | +$853 | 0.07% | 111 |
|
|
2024
Q3 | $273K | Buy |
5,337
+12
| +0.2% | +$615 | 0.08% | 106 |
|
|
2024
Q2 | $242K | Buy |
5,325
+13
| +0.2% | +$590 | 0.09% | 113 |
|
|
2024
Q1 | $253K | Buy |
5,312
+12
| +0.2% | +$573 | 0.1% | 112 |
|
|
2023
Q4 | $229K | Buy |
5,300
+16
| +0.3% | +$690 | 0.1% | 99 |
|
|
2023
Q3 | $202K | Buy |
5,284
+4,230
| +401% | +$162K | 0.1% | 100 |
|
|
2023
Q2 | $216K | Buy |
1,054
+3
| +0.3% | +$614 | 0.11% | 96 |
|
|
2023
Q1 | $197K | Buy |
1,051
+3
| +0.3% | +$563 | 0.12% | 99 |
|
|
2022
Q4 | $187K | Buy |
+1,048
| New | +$187K | 0.12% | 100 |
|