LGWM
Litman Gregory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Buy |
12,086
+422
| +4% | +$76.7K | 0.17% | 58 |
|
|
2025
Q1 | $2.02M | Buy |
11,664
+2,727
| +31% | +$472K | 0.17% | 57 |
|
|
2024
Q4 | $1.57M | Sell |
8,937
-105
| -1% | -$18.4K | 0.14% | 58 |
|
|
2024
Q3 | $1.62M | Buy |
9,042
+1,546
| +21% | +$277K | 0.14% | 58 |
|
|
2024
Q2 | $1.23M | Buy |
7,496
+492
| +7% | +$80.8K | 0.11% | 67 |
|
|
2024
Q1 | $1.19M | Hold |
7,004
| – | – | 0.11% | 66 |
|
|
2023
Q4 | $1.11M | Hold |
7,004
| – | – | 0.1% | 67 |
|
|
2023
Q3 | $992K | Hold |
7,004
| – | – | 0.1% | 69 |
|
|
2023
Q2 | $1.05M | Buy |
+7,004
| New | +$1.05M | 0.13% | 45 |
|
|
2023
Q1 | – | Sell |
-7,004
| Closed | -$989K | – | 81 |
|
|
2022
Q4 | $989K | Buy |
+7,004
| New | +$989K | 0.14% | 46 |
|
|
2021
Q2 | – | Sell |
-204
| Closed | -$29K | – | 160 |
|
|
2021
Q1 | $29K | Hold |
204
| – | – | 0.01% | 120 |
|
|
2020
Q4 | $26K | Hold |
204
| – | – | ﹤0.01% | 124 |
|
|
2020
Q3 | $22K | Hold |
204
| – | – | ﹤0.01% | 120 |
|
|
2020
Q2 | $21K | Hold |
204
| – | – | ﹤0.01% | 112 |
|
|
2020
Q1 | $17K | Hold |
204
| – | – | ﹤0.01% | 110 |
|
|
2019
Q4 | $24K | Hold |
204
| – | – | 0.01% | 118 |
|
|
2019
Q3 | $22K | Hold |
204
| – | – | 0.01% | 107 |
|
|
2019
Q2 | $22K | Hold |
204
| – | – | 0.01% | 134 |
|
|
2019
Q1 | $21K | Hold |
204
| – | – | 0.01% | 90 |
|
|
2018
Q4 | $19K | Sell |
204
-106
| -34% | -$9.87K | 0.01% | 97 |
|
|
2018
Q3 | $33K | Buy |
+310
| New | +$33K | 0.01% | 67 |
|