LWA
Lowe 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 | $6.36K | Hold |
35
| – | – | ﹤0.01% | 274 |
|
|
2025
Q1 | $6.06K | Hold |
35
| – | – | ﹤0.01% | 277 |
|
|
2024
Q4 | $6.13K | Hold |
35
| – | – | ﹤0.01% | 258 |
|
|
2024
Q3 | $6.27K | Hold |
35
| – | – | ﹤0.01% | 248 |
|
|
2024
Q2 | $5.75K | Buy |
35
+5
| +17% | +$821 | ﹤0.01% | 247 |
|
|
2024
Q1 | $5.08K | Hold |
30
| – | – | ﹤0.01% | 246 |
|
|
2023
Q4 | $4.73K | Hold |
30
| – | – | ﹤0.01% | 254 |
|
|
2023
Q3 | $4.25K | Sell |
30
-55
| -65% | -$7.79K | ﹤0.01% | 242 |
|
|
2023
Q2 | $12.7K | Hold |
85
| – | – | 0.01% | 199 |
|
|
2023
Q1 | $12.3K | Hold |
85
| – | – | 0.01% | 191 |
|
|
2022
Q4 | $12K | Buy |
85
+25
| +42% | +$3.53K | 0.01% | 198 |
|
|
2022
Q3 | $8K | Hold |
60
| – | – | ﹤0.01% | 213 |
|
|
2022
Q2 | $8K | Hold |
60
| – | – | ﹤0.01% | 203 |
|
|
2022
Q1 | $9K | Hold |
60
| – | – | ﹤0.01% | 207 |
|
|
2021
Q4 | $10K | Hold |
60
| – | – | ﹤0.01% | 194 |
|
|
2021
Q3 | $9K | Buy |
60
+30
| +100% | +$4.5K | ﹤0.01% | 196 |
|
|
2021
Q2 | $5K | Hold |
30
| – | – | ﹤0.01% | 215 |
|
|
2021
Q1 | $4K | Sell |
30
-610
| -95% | -$81.3K | ﹤0.01% | 221 |
|
|
2020
Q4 | $82K | Hold |
640
| – | – | 0.04% | 58 |
|
|
2020
Q3 | $69K | Buy |
640
+610
| +2,033% | +$65.8K | 0.04% | 58 |
|
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 216 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 222 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 227 |
|
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 220 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 237 |
|
|
2019
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 207 |
|
|
2018
Q4 | $3K | Buy |
+30
| New | +$3K | ﹤0.01% | 199 |
|
|
2016
Q1 | – | Sell |
-250
| Closed | -$19K | – | 233 |
|
|
2015
Q4 | $19K | Buy |
+250
| New | +$19K | 0.01% | 90 |
|