LWM
LongView 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 | $814K | Sell |
4,478
-16
| -0.4% | -$2.91K | 0.25% | 83 |
|
|
2025
Q1 | $779K | Sell |
4,494
-20
| -0.4% | -$3.47K | 0.23% | 87 |
|
|
2024
Q4 | $791K | Sell |
4,514
-313
| -6% | -$54.8K | 0.24% | 84 |
|
|
2024
Q3 | $865K | Sell |
4,827
-12
| -0.2% | -$2.15K | 0.28% | 76 |
|
|
2024
Q2 | $795K | Sell |
4,839
-297
| -6% | -$48.8K | 0.29% | 74 |
|
|
2024
Q1 | $870K | Buy |
5,136
+121
| +2% | +$20.5K | 0.34% | 62 |
|
|
2023
Q4 | $785K | Buy |
+5,015
| New | +$785K | 0.35% | 65 |
|