KMWM
Keudell/Morrison 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 | $617K | Buy |
3,394
+728
| +27% | +$132K | 0.14% | 104 |
|
|
2025
Q1 | $462K | Buy |
2,666
+274
| +11% | +$47.5K | 0.11% | 117 |
|
|
2024
Q4 | $419K | Buy |
2,392
+411
| +21% | +$72K | 0.11% | 127 |
|
|
2024
Q3 | $355K | Buy |
1,981
+365
| +23% | +$65.4K | 0.1% | 143 |
|
|
2024
Q2 | $265K | Buy |
1,616
+120
| +8% | +$19.7K | 0.08% | 169 |
|
|
2024
Q1 | $253K | Buy |
+1,496
| New | +$253K | 0.08% | 174 |
|