LWM
Ledge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $24.6M | Buy |
155,901
+1,789
| +1% | +$282K | 9.56% | 3 |
|
|
2023
Q3 | $21.8M | Buy |
154,112
+67,843
| +79% | +$9.61M | 9.8% | 2 |
|
|
2023
Q2 | $12.9M | Buy |
86,269
+2,931
| +4% | +$439K | 6.17% | 5 |
|
|
2023
Q1 | $12.1M | Buy |
83,338
+14,800
| +22% | +$2.14M | 5.71% | 4 |
|
|
2022
Q4 | $9.68M | Buy |
68,538
+5,755
| +9% | +$813K | 4.42% | 6 |
|
|
2022
Q3 | $7.99M | Buy |
+62,783
| New | +$7.99M | 4.89% | 5 |
|