GWM
Guardian Wealth Management’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-108
| Closed | -$7.88K | – | 166 |
|
|
2025
Q1 | $7.88K | Hold |
108
| – | – | 0.01% | 173 |
|
|
2024
Q4 | $7.83K | Hold |
108
| – | – | 0.01% | 180 |
|
|
2024
Q3 | $7.45K | Buy |
108
+1
| +0.9% | +$69 | 0.01% | 186 |
|
|
2024
Q2 | $6.57K | Hold |
107
| – | – | 0.01% | 184 |
|
|
2024
Q1 | $6.86K | Buy |
107
+1
| +0.9% | +$64 | 0.01% | 180 |
|
|
2023
Q4 | $6.23K | Hold |
106
| – | – | 0.01% | 186 |
|
|
2023
Q3 | $5.36K | Buy |
106
+1
| +1% | +$51 | 0.01% | 182 |
|
|
2023
Q2 | $5.38K | Buy |
105
+1
| +1% | +$51 | ﹤0.01% | 179 |
|
|
2023
Q1 | $5.27K | Hold |
104
| – | – | 0.01% | 187 |
|
|
2022
Q4 | $5.85K | Sell |
104
-206
| -66% | -$11.6K | 0.01% | 190 |
|
|
2022
Q3 | $16K | Buy |
310
+4
| +1% | +$206 | 0.02% | 144 |
|
|
2022
Q2 | $16K | Buy |
306
+1
| +0.3% | +$52 | 0.02% | 145 |
|
|
2022
Q1 | $19K | Buy |
305
+1
| +0.3% | +$62 | 0.02% | 154 |
|
|
2021
Q4 | $20K | Buy |
+304
| New | +$20K | 0.02% | 152 |
|