LCWP
Legacy Capital Wealth Partners’s Invesco S&P 500 Revenue ETF RWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.39M | Sell |
75,944
-4,426
| -6% | -$430K | 1.68% | 9 |
|
|
2025
Q1 | $7.47M | Sell |
80,370
-13,155
| -14% | -$1.22M | 1.84% | 9 |
|
|
2024
Q4 | $8.66M | Sell |
93,525
-20,890
| -18% | -$1.93M | 2.14% | 6 |
|
|
2024
Q3 | $10.8M | Buy |
114,415
+24,800
| +28% | +$2.33M | 2.15% | 8 |
|
|
2024
Q2 | $8.3M | Buy |
+89,615
| New | +$8.3M | 2.11% | 6 |
|
|
2024
Q1 | – | Sell |
-108,768
| Closed | -$9.28M | – | 291 |
|
|
2023
Q4 | $9.28M | Sell |
108,768
-9,543
| -8% | -$814K | 2.63% | 6 |
|
|
2023
Q3 | $9.24M | Buy |
118,311
+35,450
| +43% | +$2.77M | 2.54% | 7 |
|
|
2023
Q2 | $6.63M | Sell |
82,861
-53,954
| -39% | -$4.32M | 5.51% | 6 |
|
|
2023
Q1 | $10.4M | Sell |
136,815
-4,353
| -3% | -$331K | 2.84% | 8 |
|
|
2022
Q4 | $10.4M | Buy |
141,168
+1,407
| +1% | +$104K | 4.99% | 6 |
|
|
2022
Q3 | $9.38M | Sell |
139,761
-553
| -0.4% | -$37.1K | 4.98% | 6 |
|
|
2022
Q2 | $9.8M | Sell |
140,314
-599
| -0.4% | -$41.9K | 4.93% | 7 |
|
|
2022
Q1 | $11.4M | Sell |
140,913
-39,464
| -22% | -$3.18M | 4.88% | 7 |
|
|
2021
Q4 | $14.4M | Sell |
180,377
-2,336,300
| -93% | -$186M | 5.93% | 8 |
|
|
2021
Q3 | $13M | Buy |
2,516,677
+2,371,887
| +1,638% | +$12.3M | 5.09% | 8 |
|
|
2021
Q2 | $10.7M | Buy |
+144,790
| New | +$10.7M | 5.75% | 8 |
|