GWM
Guardian Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,140
| Closed | -$33.9K | – | 167 |
|
|
2025
Q1 | $33.9K | Buy |
1,140
+2
| +0.2% | +$60 | 0.02% | 116 |
|
|
2024
Q4 | $33.4K | Buy |
1,138
+1
| +0.1% | +$29 | 0.02% | 131 |
|
|
2024
Q3 | $36.6K | Buy |
1,137
+2
| +0.2% | +$64 | 0.03% | 122 |
|
|
2024
Q2 | $34.1K | Buy |
1,135
+2
| +0.2% | +$60 | 0.03% | 120 |
|
|
2024
Q1 | $36K | Buy |
1,133
+2
| +0.2% | +$64 | 0.03% | 119 |
|
|
2023
Q4 | $33.7K | Buy |
1,131
+1
| +0.1% | +$30 | 0.03% | 119 |
|
|
2023
Q3 | $31K | Buy |
1,130
+1,017
| +900% | +$27.9K | 0.03% | 119 |
|
|
2023
Q2 | $33.6K | Hold |
113
| – | – | 0.03% | 120 |
|
|
2023
Q1 | $32.9K | Hold |
113
| – | – | 0.03% | 125 |
|
|
2022
Q4 | $32.5K | Sell |
113
-56
| -33% | -$16.1K | 0.03% | 130 |
|
|
2022
Q3 | $42K | Buy |
169
+1
| +0.6% | +$249 | 0.05% | 117 |
|
|
2022
Q2 | $45K | Hold |
168
| – | – | 0.05% | 116 |
|
|
2022
Q1 | $52K | Sell |
168
-67
| -29% | -$20.7K | 0.05% | 121 |
|
|
2021
Q4 | $75K | Buy |
+235
| New | +$75K | 0.07% | 100 |
|