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Lord & Richards Wealth Management’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Lord & Richards Wealth Management’s Portfolio RSP Stock Details RSP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.71M Buy
9,397
+1,692
+22% +$308K 1.79% 14
2025
Q1 		$1.33M Buy
7,705
+4,246
+123% +$736K 1.51% 16
2024
Q4 		$606K Buy
+3,459
New +$606K 1.28% 25