LWM
LJI 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 | $638K | Sell |
3,509
-613
| -15% | -$111K | 0.11% | 74 |
|
|
2025
Q1 | $714K | Buy |
4,122
+29
| +0.7% | +$5.02K | 0.14% | 67 |
|
|
2024
Q4 | $717K | Hold |
4,093
| – | – | 0.14% | 65 |
|
|
2024
Q3 | $733K | Buy |
4,093
+107
| +3% | +$19.2K | 0.15% | 72 |
|
|
2024
Q2 | $655K | Hold |
3,986
| – | – | 0.14% | 74 |
|
|
2024
Q1 | $675K | Buy |
3,986
+147
| +4% | +$24.9K | 0.17% | 60 |
|
|
2023
Q4 | $606K | Buy |
3,839
+668
| +21% | +$105K | 0.16% | 72 |
|
|
2023
Q3 | $449K | Sell |
3,171
-229,500
| -99% | -$32.5M | 0.13% | 87 |
|
|
2023
Q2 | $475K | Buy |
232,671
+229,500
| +7,237% | +$468K | 0.14% | 80 |
|
|
2023
Q1 | $459K | Hold |
3,171
| – | – | 0.14% | 77 |
|
|
2022
Q4 | $448K | Buy |
+3,171
| New | +$448K | 0.16% | 72 |
|