HWM
Highwater 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,802
| Closed | -$352K | – | 51 |
|
|
2017
Q2 | $352K | Sell |
3,802
-785
| -17% | -$72.7K | 0.85% | 25 |
|
|
2017
Q1 | $417K | Sell |
4,587
-250
| -5% | -$22.7K | 1.25% | 22 |
|
|
2016
Q4 | $419K | Buy |
4,837
+475
| +11% | +$41.1K | 2.16% | 17 |
|
|
2016
Q3 | $365K | Buy |
+4,362
| New | +$365K | 2.04% | 19 |
|