Halpern Financial’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $130K | Hold |
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|
2024
Q2 | $120K | Hold |
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|
2024
Q1 | $119K | Hold |
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|
2023
Q4 | $111K | Hold |
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|
2023
Q3 | $100K | Hold |
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|
2023
Q2 | $104K | Hold |
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|
2023
Q1 | $99.5K | Hold |
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|
2022
Q4 | $95.4K | Hold |
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|
2022
Q3 | $84.7K | Hold |
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|
2022
Q2 | $91K | Hold |
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|
2022
Q1 | $106K | Hold |
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|
2021
Q4 | $110K | Hold |
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|
2021
Q3 | $102K | Hold |
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|
2021
Q2 | $103K | Hold |
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|
2021
Q1 | $95.9K | Hold |
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|
2020
Q4 | $87.4K | Hold |
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|
2020
Q3 | $76.4K | Hold |
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|
2020
Q2 | $71.9K | Sell |
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|
2020
Q1 | $75.3K | Hold |
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|
2019
Q4 | $97.1K | Buy |
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