LWM
Lakeridge 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 | $483K | Buy |
2,658
+10
| +0.4% | +$1.82K | 0.22% | 87 |
|
|
2025
Q1 | $459K | Buy |
2,648
+13
| +0.5% | +$2.25K | 0.23% | 89 |
|
|
2024
Q4 | $462K | Buy |
2,635
+1
| +0% | +$175 | 0.24% | 83 |
|
|
2024
Q3 | $472K | Buy |
2,634
+1
| +0% | +$179 | 0.26% | 78 |
|
|
2024
Q2 | $432K | Buy |
+2,633
| New | +$432K | 0.26% | 78 |
|