HWM
Hassell 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Buy |
5,755
+4
| +0.1% | +$750 | 0.39% | 20 |
|
|
2025
Q1 | $944K | Buy |
5,751
+4
| +0.1% | +$656 | 0.4% | 20 |
|
|
2024
Q4 | $1.04M | Buy |
5,747
+3
| +0.1% | +$544 | 0.42% | 20 |
|
|
2024
Q3 | $1.01M | Hold |
5,744
| – | – | 0.42% | 18 |
|
|
2024
Q2 | $981K | Hold |
5,744
| – | – | 0.44% | 18 |
|
|
2024
Q1 | $933K | Hold |
5,744
| – | – | 0.59% | 15 |
|
|
2023
Q4 | $910K | Hold |
5,744
| – | – | 0.61% | 14 |
|
|
2023
Q3 | $778K | Hold |
5,744
| – | – | 0.57% | 15 |
|
|
2023
Q2 | $875K | Hold |
5,744
| – | – | 0.6% | 16 |
|
|
2023
Q1 | $820K | Hold |
5,744
| – | – | 0.6% | 16 |
|
|
2022
Q4 | $854K | Buy |
+5,744
| New | +$854K | 0.64% | 16 |
|