LWCFA
Loring Wolcott & Coolidge Fiduciary 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 | $586K | Hold |
3,226
| – | – | 0.01% | 201 |
|
|
2025
Q1 | $532K | Hold |
3,226
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $588K | Hold |
3,226
| – | – | 0.01% | 203 |
|
|
2024
Q3 | $577K | Hold |
3,226
| – | – | 0.01% | 204 |
|
|
2024
Q2 | $554K | Hold |
3,226
| – | – | 0.01% | 199 |
|
|
2024
Q1 | $519K | Hold |
3,226
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $505K | Hold |
3,226
| – | – | 0.01% | 196 |
|
|
2023
Q3 | $449K | Hold |
3,226
| – | – | 0.01% | 203 |
|
|
2023
Q2 | $483K | Buy |
+3,226
| New | +$483K | 0.01% | 211 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$42K | – | 640 |
|
|
2020
Q1 | $42K | Hold |
500
| – | – | ﹤0.01% | 399 |
|
|
2019
Q4 | $58K | Hold |
500
| – | – | ﹤0.01% | 404 |
|
|
2019
Q3 | $54K | Buy |
+500
| New | +$54K | ﹤0.01% | 400 |
|