GWM
Gupta 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | $1.31M | Sell |
16,710
-316
| -2% | -$24.8K | 0.31% | 76 |
|
|
2015
Q4 | $1.31M | Sell |
17,026
-46,635
| -73% | -$3.57M | 0.33% | 67 |
|
|
2015
Q3 | $4.68M | Buy |
63,661
+15,105
| +31% | +$1.11M | 1.14% | 16 |
|
|
2015
Q2 | $3.88M | Buy |
48,556
+17,050
| +54% | +$1.36M | 0.95% | 18 |
|
|
2015
Q1 | $2.55M | Buy |
+31,506
| New | +$2.55M | 0.75% | 36 |
|