LWMM
Legacy Wealth Management (Mississippi)’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 | $1.1M | Sell |
6,052
-1,009
| -14% | -$183K | 0.33% | 45 |
|
|
2025
Q1 | $1.22M | Buy |
7,061
+1,635
| +30% | +$283K | 0.4% | 44 |
|
|
2024
Q4 | $951K | Buy |
5,426
+280
| +5% | +$49.1K | 0.38% | 43 |
|
|
2024
Q3 | $922K | Buy |
5,146
+3,736
| +265% | +$669K | 0.34% | 51 |
|
|
2024
Q2 | $232K | Buy |
+1,410
| New | +$232K | 0.1% | 71 |
|