GWM
Guardian 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 | – | Sell |
-293
| Closed | -$50.8K | – | 165 |
|
|
2025
Q1 | $50.8K | Hold |
293
| – | – | 0.03% | 105 |
|
|
2024
Q4 | $51.4K | Hold |
293
| – | – | 0.04% | 113 |
|
|
2024
Q3 | $52.5K | Hold |
293
| – | – | 0.04% | 110 |
|
|
2024
Q2 | $48.2K | Hold |
293
| – | – | 0.04% | 110 |
|
|
2024
Q1 | $49.7K | Hold |
293
| – | – | 0.04% | 109 |
|
|
2023
Q4 | $46.3K | Hold |
293
| – | – | 0.04% | 109 |
|
|
2023
Q3 | $41.5K | Hold |
293
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $43.9K | Sell |
293
-45
| -13% | -$6.74K | 0.04% | 110 |
|
|
2023
Q1 | $48.9K | Hold |
338
| – | – | 0.05% | 111 |
|
|
2022
Q4 | $47.8K | Sell |
338
-1
| -0.3% | -$141 | 0.05% | 119 |
|
|
2022
Q3 | $43K | Sell |
339
-2
| -0.6% | -$254 | 0.05% | 115 |
|
|
2022
Q2 | $46K | Hold |
341
| – | – | 0.05% | 115 |
|
|
2022
Q1 | $54K | Buy |
341
+1
| +0.3% | +$158 | 0.05% | 119 |
|
|
2021
Q4 | $55K | Buy |
+340
| New | +$55K | 0.05% | 116 |
|