LWM
Lodestone 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 | $379K | Buy |
2,086
+5
| +0.2% | +$909 | 0.18% | 111 |
|
|
2025
Q1 | $361K | Buy |
2,081
+5
| +0.2% | +$866 | 0.19% | 106 |
|
|
2024
Q4 | $364K | Buy |
2,076
+4
| +0.2% | +$701 | 0.18% | 107 |
|
|
2024
Q3 | $371K | Sell |
2,072
-882
| -30% | -$158K | 0.19% | 104 |
|
|
2024
Q2 | $485K | Buy |
2,954
+5
| +0.2% | +$821 | 0.26% | 94 |
|
|
2024
Q1 | $499K | Buy |
2,949
+5
| +0.2% | +$847 | 0.26% | 93 |
|
|
2023
Q4 | $465K | Buy |
2,944
+783
| +36% | +$124K | 0.27% | 88 |
|
|
2023
Q3 | $306K | Buy |
2,161
+79
| +4% | +$11.2K | 0.21% | 102 |
|
|
2023
Q2 | $312K | Sell |
2,082
-111
| -5% | -$16.6K | 0.21% | 107 |
|
|
2023
Q1 | $317K | Buy |
2,193
+3
| +0.1% | +$434 | 0.24% | 101 |
|
|
2022
Q4 | $309K | Buy |
+2,190
| New | +$309K | 0.25% | 91 |
|