KWM
Kaydan Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $604K | Sell |
14,817
-4
| -0% | -$163 | 0.2% | 57 |
|
|
2025
Q1 | $507K | Sell |
14,821
-43
| -0.3% | -$1.47K | 0.16% | 60 |
|
|
2024
Q4 | $556K | Buy |
14,864
+603
| +4% | +$22.6K | 0.18% | 58 |
|
|
2024
Q3 | $538K | Hold |
14,261
| – | – | 0.16% | 56 |
|
|
2024
Q2 | $523K | Sell |
14,261
-1,290
| -8% | -$47.3K | 0.19% | 55 |
|
|
2024
Q1 | $547K | Hold |
15,551
| – | – | 0.19% | 53 |
|
|
2023
Q4 | $508K | Sell |
15,551
-2,182
| -12% | -$71.2K | 0.21% | 51 |
|
|
2023
Q3 | $499K | Buy |
17,733
+15,821
| +827% | +$445K | 0.2% | 50 |
|
|
2023
Q2 | $562K | Sell |
1,912
-272
| -12% | -$80K | 0.24% | 48 |
|
|
2023
Q1 | $603K | Hold |
2,184
| – | – | 0.25% | 42 |
|
|
2022
Q4 | $531K | Buy |
2,184
+196
| +10% | +$47.6K | 0.21% | 47 |
|
|
2022
Q3 | $450K | Hold |
1,988
| – | – | 0.25% | 49 |
|
|
2022
Q2 | $470K | Sell |
1,988
-30
| -1% | -$7.09K | 0.26% | 52 |
|
|
2022
Q1 | $583K | Buy |
2,018
+64
| +3% | +$18.5K | 0.26% | 52 |
|
|
2021
Q4 | $633K | Buy |
+1,954
| New | +$633K | 0.24% | 50 |
|