KWM
Kaydan 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 | $18.1M | Sell |
99,456
-45,231
| -31% | -$8.22M | 5.92% | 6 |
|
|
2025
Q1 | $25.1M | Sell |
144,687
-39,651
| -22% | -$6.87M | 8.04% | 4 |
|
|
2024
Q4 | $32.3M | Buy |
184,338
+35,794
| +24% | +$6.27M | 10.74% | 1 |
|
|
2024
Q3 | $26.6M | Buy |
148,544
+40,670
| +38% | +$7.29M | 7.86% | 6 |
|
|
2024
Q2 | $17.7M | Sell |
107,874
-43,807
| -29% | -$7.2M | 6.28% | 5 |
|
|
2024
Q1 | $25.7M | Sell |
151,681
-3,423
| -2% | -$580K | 8.76% | 2 |
|
|
2023
Q4 | $24.5M | Buy |
155,104
+28,738
| +23% | +$4.53M | 9.95% | 2 |
|
|
2023
Q3 | $17.9M | Sell |
126,366
-99,421
| -44% | -$14.1M | 7.15% | 4 |
|
|
2023
Q2 | $33.8M | Buy |
225,787
+203,808
| +927% | +$30.5M | 14.16% | 1 |
|
|
2023
Q1 | $3.18M | Sell |
21,979
-125
| -0.6% | -$18.1K | 1.3% | 8 |
|
|
2022
Q4 | $3.12M | Sell |
22,104
-614
| -3% | -$86.7K | 1.25% | 9 |
|
|
2022
Q3 | $2.89M | Sell |
22,718
-429
| -2% | -$54.6K | 1.6% | 6 |
|
|
2022
Q2 | $3.11M | Sell |
23,147
-636
| -3% | -$85.4K | 1.73% | 7 |
|
|
2022
Q1 | $3.75M | Sell |
23,783
-678
| -3% | -$107K | 1.66% | 10 |
|
|
2021
Q4 | $3.98M | Buy |
+24,461
| New | +$3.98M | 1.51% | 11 |
|