IWA
IBEX Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,571
| Closed | -$744K | – | 178 |
|
|
2022
Q1 | $744K | Buy |
2,571
+34
| +1% | +$9.84K | 0.14% | 107 |
|
|
2021
Q4 | $822K | Buy |
2,537
+270
| +12% | +$87.5K | 0.15% | 113 |
|
|
2021
Q3 | $653K | Buy |
2,267
+297
| +15% | +$85.6K | 0.13% | 115 |
|
|
2021
Q2 | $572K | Buy |
+1,970
| New | +$572K | 0.11% | 117 |
|
|
2019
Q3 | – | Sell |
-1,576
| Closed | -$279K | – | 299 |
|
|
2019
Q2 | $279K | Buy |
+1,576
| New | +$279K | 0.08% | 121 |
|
|
2017
Q1 | – | Sell |
-792
| Closed | -$89K | – | 320 |
|
|
2016
Q4 | $89K | Buy |
+792
| New | +$89K | 0.04% | 146 |
|