HGWM
Harvest Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $3.08K | Sell |
61
-2
| -3% | -$101 | ﹤0.01% | 103 |
|
|
2022
Q4 | $3.55K | Buy |
+63
| New | +$3.55K | ﹤0.01% | 94 |
|
|
2021
Q1 | – | Sell |
-196
| Closed | -$9K | – | 571 |
|
|
2020
Q4 | $9K | Sell |
196
-1
| -0.5% | -$46 | 0.01% | 233 |
|
|
2020
Q3 | $8K | Sell |
197
-33
| -14% | -$1.34K | 0.01% | 235 |
|
|
2020
Q2 | $8K | Sell |
230
-2,870
| -93% | -$99.8K | 0.01% | 230 |
|
|
2020
Q1 | $97K | Sell |
3,100
-135,000
| -98% | -$4.22M | 0.1% | 52 |
|
|
2019
Q4 | $6.47M | Buy |
+138,100
| New | +$6.47M | 5.65% | 11 |
|
|
2019
Q2 | – | Hold |
0
| – | – | – | 982 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 930 |
|