JWM
Jupiter 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,499
| Closed | -$526K | – | 89 |
|
|
2019
Q4 | $526K | Sell |
4,499
-10
| -0.2% | -$1.17K | 0.25% | 55 |
|
|
2019
Q3 | $487K | Hold |
4,509
| – | – | 0.26% | 50 |
|
|
2019
Q2 | $489K | Hold |
4,509
| – | – | 0.24% | 52 |
|
|
2019
Q1 | $483K | Buy |
+4,509
| New | +$483K | 0.23% | 48 |
|