LFPWM
Leicht Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-5,871
| Closed | -$496K | – | 43 |
|
|
2020
Q1 | $496K | Sell |
5,871
-30,297
| -84% | -$2.56M | 0.48% | 30 |
|
|
2019
Q4 | $4.19M | Buy |
36,168
+33,472
| +1,242% | +$3.87M | 3.81% | 6 |
|
|
2019
Q3 | $291K | Buy |
2,696
+588
| +28% | +$63.5K | 0.28% | 45 |
|
|
2019
Q2 | $227K | Buy |
+2,108
| New | +$227K | 0.22% | 47 |
|