HSWS
Higgins & Schmidt Wealth Strategies’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 | $325K | Sell |
1,791
-7
| -0.4% | -$1.27K | 0.18% | 42 |
|
2025
Q1 | $311K | Buy |
1,798
+3
| +0.2% | +$520 | 0.18% | 39 |
|
2024
Q4 | $315K | Sell |
1,795
-184
| -9% | -$32.2K | 0.2% | 39 |
|
2024
Q3 | $355K | Buy |
1,979
+27
| +1% | +$4.84K | 0.23% | 38 |
|
2024
Q2 | $321K | Hold |
1,952
| – | – | 0.23% | 39 |
|
2024
Q1 | $331K | Buy |
1,952
+3
| +0.2% | +$508 | 0.24% | 38 |
|
2023
Q4 | $308K | Buy |
+1,949
| New | +$308K | 0.25% | 35 |
|