KWS
Keystone Wealth Services’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 | $2.7M | Buy |
14,858
+4,605
| +45% | +$837K | 0.65% | 32 |
|
2025
Q1 | $1.78M | Buy |
10,253
+2,516
| +33% | +$436K | 0.48% | 50 |
|
2024
Q4 | $1.36M | Buy |
7,737
+1,989
| +35% | +$349K | 0.36% | 62 |
|
2024
Q3 | $1.03M | Buy |
5,748
+952
| +20% | +$171K | 0.28% | 83 |
|
2024
Q2 | $788K | Buy |
4,796
+3,235
| +207% | +$531K | 0.25% | 96 |
|
2024
Q1 | $264K | Buy |
+1,561
| New | +$264K | 0.09% | 183 |
|