HSWM
Hubbell Strickland 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 | $253K | Sell |
1,392
-13
| -0.9% | -$2.36K | 0.11% | 64 |
|
2025
Q1 | $243K | Buy |
1,405
+6
| +0.4% | +$1.04K | 0.12% | 66 |
|
2024
Q4 | $245K | Buy |
1,399
+5
| +0.4% | +$876 | 0.12% | 65 |
|
2024
Q3 | $250K | Buy |
1,394
+6
| +0.4% | +$1.08K | 0.12% | 62 |
|
2024
Q2 | $228K | Buy |
1,388
+5
| +0.4% | +$822 | 0.11% | 68 |
|
2024
Q1 | $234K | Buy |
1,383
+6
| +0.4% | +$1.02K | 0.12% | 66 |
|
2023
Q4 | $217K | Buy |
+1,377
| New | +$217K | 0.12% | 67 |
|
2023
Q3 | – | Sell |
-1,366
| Closed | -$204K | – | 73 |
|
2023
Q2 | $204K | Buy |
+1,366
| New | +$204K | 0.12% | 70 |
|
2022
Q2 | – | Sell |
-1,338
| Closed | -$211K | – | 64 |
|
2022
Q1 | $211K | Buy |
1,338
+5
| +0.4% | +$788 | 0.13% | 62 |
|
2021
Q4 | $217K | Buy |
+1,333
| New | +$217K | 0.12% | 64 |
|