JFS Wealth Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.01M | Hold |
9,200
| – | – | 0.06% | 149 |
|
2025
Q1 | $948K | Hold |
9,200
| – | – | 0.06% | 150 |
|
2024
Q4 | $941K | Hold |
9,200
| – | – | 0.06% | 144 |
|
2024
Q3 | $941K | Hold |
9,200
| – | – | 0.06% | 150 |
|
2024
Q2 | $869K | Hold |
9,200
| – | – | 0.07% | 121 |
|
2024
Q1 | $873K | Buy |
+9,200
| New | +$873K | 0.07% | 123 |
|