LCWP
Legacy Capital Wealth Partners’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 | $2.74M | Buy |
+15,079
| New | +$2.74M | 0.62% | 25 |
|
|
2025
Q1 | – | Sell |
-1,475
| Closed | -$258K | – | 369 |
|
|
2024
Q4 | $258K | Sell |
1,475
-26,207
| -95% | -$4.59M | 0.06% | 295 |
|
|
2024
Q3 | $4.96M | Buy |
27,682
+19,895
| +255% | +$3.56M | 0.99% | 18 |
|
|
2024
Q2 | $1.28M | Buy |
+7,787
| New | +$1.28M | 0.33% | 60 |
|
|
2024
Q1 | – | Sell |
-8,241
| Closed | -$1.3M | – | 289 |
|
|
2023
Q4 | $1.3M | Buy |
8,241
+2,209
| +37% | +$349K | 0.37% | 61 |
|
|
2023
Q3 | $855K | Buy |
+6,032
| New | +$855K | 0.23% | 87 |
|
|
2023
Q2 | – | Sell |
-6,500
| Closed | -$940K | – | 191 |
|
|
2023
Q1 | $940K | Buy |
+6,500
| New | +$940K | 0.26% | 84 |
|