GWM
Guardian Wealth Management’s Invesco S&P 500 Equal Weight Energy ETF RSPG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-71
| Closed | -$5.26K | – | 257 |
|
|
2023
Q4 | $5.26K | Hold |
71
| – | – | ﹤0.01% | 195 |
|
|
2023
Q3 | $5.42K | Buy |
71
+1
| +1% | +$76 | 0.01% | 180 |
|
|
2023
Q2 | $4.81K | Hold |
70
| – | – | ﹤0.01% | 182 |
|
|
2023
Q1 | $4.77K | Buy |
70
+1
| +1% | +$68 | ﹤0.01% | 191 |
|
|
2022
Q4 | $5.03K | Buy |
69
+1
| +1% | +$73 | 0.01% | 198 |
|
|
2022
Q3 | $4K | Buy |
68
+1
| +1% | +$59 | ﹤0.01% | 196 |
|
|
2022
Q2 | $4K | Sell |
67
-420
| -86% | -$25.1K | ﹤0.01% | 188 |
|
|
2022
Q1 | $33K | Buy |
487
+1
| +0.2% | +$68 | 0.03% | 136 |
|
|
2021
Q4 | $23K | Buy |
+486
| New | +$23K | 0.02% | 145 |
|