LRWA
Long Run Wealth 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 | $355K | Buy |
1,953
+8
| +0.4% | +$1.45K | 0.07% | 82 |
|
2025
Q1 | $337K | Buy |
1,945
+9
| +0.5% | +$1.56K | 0.08% | 82 |
|
2024
Q4 | $339K | Buy |
1,936
+7
| +0.4% | +$1.23K | 0.08% | 82 |
|
2024
Q3 | $346K | Hold |
1,929
| – | – | 0.08% | 83 |
|
2024
Q2 | $317K | Hold |
1,929
| – | – | 0.08% | 83 |
|
2024
Q1 | $327K | Hold |
1,929
| – | – | 0.09% | 80 |
|
2023
Q4 | $304K | Buy |
1,929
+70
| +4% | +$11K | 0.09% | 80 |
|
2023
Q3 | $263K | Hold |
1,859
| – | – | 0.09% | 78 |
|
2023
Q2 | $278K | Hold |
1,859
| – | – | 0.09% | 83 |
|
2023
Q1 | $269K | Hold |
1,859
| – | – | 0.09% | 86 |
|
2022
Q4 | $263K | Hold |
1,859
| – | – | 0.09% | 88 |
|
2022
Q3 | $237K | Hold |
1,859
| – | – | 0.09% | 85 |
|
2022
Q2 | $250K | Hold |
1,859
| – | – | 0.1% | 86 |
|
2022
Q1 | $293K | Hold |
1,859
| – | – | 0.1% | 84 |
|
2021
Q4 | $303K | Buy |
+1,859
| New | +$303K | 0.11% | 85 |
|