HWA
HHM Wealth Advisors’s Invesco S&P 500 Equal Weight Consumer Staples ETF RSPS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $77.9K | Hold |
2,600
| – | – | 0.01% | 309 |
|
|
2025
Q1 | $80.1K | Hold |
2,600
| – | – | 0.01% | 293 |
|
|
2024
Q4 | $78.3K | Hold |
2,600
| – | – | 0.01% | 292 |
|
|
2024
Q3 | $84.2K | Hold |
2,600
| – | – | 0.01% | 270 |
|
|
2024
Q2 | $79.6K | Hold |
2,600
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $85.6K | Hold |
2,600
| – | – | 0.01% | 225 |
|
|
2023
Q4 | $81.6K | Hold |
2,600
| – | – | 0.01% | 225 |
|
|
2023
Q3 | $78.1K | Buy |
2,600
+2,080
| +400% | +$62.5K | 0.02% | 220 |
|
|
2023
Q2 | $87.1K | Hold |
520
| – | – | 0.02% | 217 |
|
|
2023
Q1 | $88.6K | Hold |
520
| – | – | 0.02% | 214 |
|
|
2022
Q4 | $88.7K | Hold |
520
| – | – | 0.02% | 185 |
|
|
2022
Q3 | $80K | Hold |
520
| – | – | 0.02% | 180 |
|
|
2022
Q2 | $86K | Hold |
520
| – | – | 0.02% | 204 |
|
|
2022
Q1 | $88K | Hold |
520
| – | – | 0.02% | 232 |
|
|
2021
Q4 | $88K | Hold |
520
| – | – | 0.02% | 231 |
|
|
2021
Q3 | $80K | Hold |
520
| – | – | 0.02% | 234 |
|
|
2021
Q2 | $84K | Hold |
520
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $82K | Hold |
520
| – | – | 0.03% | 215 |
|
|
2020
Q4 | $79K | Hold |
520
| – | – | 0.03% | 202 |
|
|
2020
Q3 | $74K | Hold |
520
| – | – | 0.03% | 184 |
|
|
2020
Q2 | $70K | Hold |
520
| – | – | 0.03% | 194 |
|
|
2020
Q1 | $64K | Buy |
+520
| New | +$64K | 0.03% | 180 |
|