LA
LM Advisors’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 | $10.2M | Sell |
56,312
-3,924
| -7% | -$713K | 1.32% | 13 |
|
|
2025
Q1 | $10.4M | Buy |
60,236
+8,977
| +18% | +$1.56M | 1.88% | 10 |
|
|
2024
Q4 | $8.98M | Buy |
51,259
+10,468
| +26% | +$1.83M | 1.61% | 13 |
|
|
2024
Q3 | $6.99M | Buy |
40,791
+3,806
| +10% | +$652K | 1.42% | 15 |
|
|
2024
Q2 | $5.78M | Buy |
36,985
+3,695
| +11% | +$577K | 0.01% | 38 |
|
|
2024
Q1 | $5.33M | Buy |
33,290
+11,988
| +56% | +$1.92M | 0.85% | 20 |
|
|
2023
Q4 | $3.36M | Buy |
+21,302
| New | +$3.36M | 0.68% | 32 |
|