LGWM
Litman Gregory Wealth Management’s Invesco S&P 500 Equal Weight Health Care ETF RSPH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-193
| Closed | -$52K | – | 161 |
|
|
2021
Q1 | $52K | Hold |
193
| – | – | 0.01% | 99 |
|
|
2020
Q4 | $50K | Hold |
193
| – | – | 0.01% | 98 |
|
|
2020
Q3 | $45K | Hold |
193
| – | – | 0.01% | 100 |
|
|
2020
Q2 | $43K | Hold |
193
| – | – | 0.01% | 99 |
|
|
2020
Q1 | $37K | Hold |
193
| – | – | 0.01% | 93 |
|
|
2019
Q4 | $43K | Hold |
193
| – | – | 0.01% | 101 |
|
|
2019
Q3 | $38K | Hold |
193
| – | – | 0.01% | 83 |
|
|
2019
Q2 | $39K | Hold |
193
| – | – | 0.01% | 99 |
|
|
2019
Q1 | $38K | Hold |
193
| – | – | 0.01% | 75 |
|
|
2018
Q4 | $34K | Hold |
193
| – | – | 0.01% | 81 |
|
|
2018
Q3 | $40K | Buy |
+193
| New | +$40K | 0.01% | 61 |
|