IWM
IHT Wealth Management’s Invesco S&P 500 Equal Weight Materials ETF RSPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,309
| Closed | -$363K | – | 631 |
|
|
2019
Q2 | $363K | Buy |
+3,309
| New | +$363K | 0.05% | 357 |
|
|
2018
Q2 | – | Sell |
-7,798
| Closed | -$809K | – | 1153 |
|
|
2018
Q1 | $809K | Sell |
7,798
-4,498
| -37% | -$467K | 0.22% | 120 |
|
|
2017
Q4 | $1.44M | Buy |
+12,296
| New | +$1.44M | 0.38% | 53 |
|