Kingswood Wealth Advisors’s Invesco S&P 100 Equal Weight ETF EQWL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
11,404
-1,682
| -13% | -$185K | 0.1% | 221 |
|
|
2025
Q1 | $1.35M | Sell |
13,086
-1,895
| -13% | -$195K | 0.12% | 196 |
|
|
2024
Q4 | $1.53M | Sell |
14,981
-1,569
| -9% | -$160K | 0.12% | 189 |
|
|
2024
Q3 | $1.69M | Sell |
16,550
-564
| -3% | -$57.7K | 0.12% | 193 |
|
|
2024
Q2 | $1.62M | Buy |
17,114
+6,528
| +62% | +$617K | 0.15% | 142 |
|
|
2024
Q1 | $1M | Buy |
10,586
+786
| +8% | +$74.6K | 0.12% | 202 |
|
|
2023
Q4 | $858K | Buy |
+9,800
| New | +$858K | 0.1% | 222 |
|