High Net Worth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,227
| Closed | -$173K | – | 499 |
|
|
2022
Q4 | $173K | Hold |
1,227
| – | – | 0.07% | 198 |
|
|
2022
Q3 | $156K | Sell |
1,227
-133
| -10% | -$16.9K | 0.07% | 204 |
|
|
2022
Q2 | $183K | Buy |
1,360
+469
| +53% | +$63.1K | 0.08% | 194 |
|
|
2022
Q1 | $141K | Buy |
891
+250
| +39% | +$39.6K | 0.05% | 214 |
|
|
2021
Q4 | $104K | Buy |
+641
| New | +$104K | 0.04% | 249 |
|