LWA
Lantern Wealth Advisors’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 | $7.29M | Buy |
+40,091
| New | +$7.29M | 4.34% | 3 |
|
|
2024
Q4 | $6.69M | Sell |
38,206
-2,550
| -6% | -$447K | 4.35% | 3 |
|
|
2024
Q3 | $7.3M | Buy |
40,756
+210
| +0.5% | +$37.6K | 5.06% | 3 |
|
|
2024
Q2 | $6.66M | Sell |
40,546
-609
| -1% | -$100K | 4.83% | 3 |
|
|
2024
Q1 | $6.97M | Buy |
41,155
+302
| +0.7% | +$51.2K | 4.9% | 2 |
|
|
2023
Q4 | $6.45M | Buy |
+40,853
| New | +$6.45M | 5.05% | 3 |
|