LWA
Lowe Wealth Advisors’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-57
| Closed | -$18K | – | 336 |
|
|
2021
Q4 | $18K | Hold |
57
| – | – | 0.01% | 156 |
|
|
2021
Q3 | $16K | Hold |
57
| – | – | 0.01% | 155 |
|
|
2021
Q2 | $17K | Hold |
57
| – | – | 0.01% | 150 |
|
|
2021
Q1 | $15K | Hold |
57
| – | – | 0.01% | 152 |
|
|
2020
Q4 | $14K | Hold |
57
| – | – | 0.01% | 151 |
|
|
2020
Q3 | $12K | Hold |
57
| – | – | 0.01% | 153 |
|
|
2020
Q2 | $11K | Hold |
57
| – | – | 0.01% | 149 |
|
|
2020
Q1 | $9K | Hold |
57
| – | – | 0.01% | 156 |
|
|
2019
Q4 | $11K | Hold |
57
| – | – | 0.01% | 160 |
|
|
2019
Q3 | $10K | Hold |
57
| – | – | 0.01% | 157 |
|
|
2019
Q2 | $10K | Hold |
57
| – | – | 0.01% | 161 |
|
|
2019
Q1 | $9K | Hold |
57
| – | – | 0.01% | 153 |
|
|
2018
Q4 | $8K | Sell |
57
-16
| -22% | -$2.25K | 0.01% | 152 |
|
|
2018
Q3 | $12K | Hold |
73
| – | – | 0.01% | 142 |
|
|
2018
Q2 | $12K | Hold |
73
| – | – | 0.01% | 132 |
|
|
2018
Q1 | $11K | Hold |
73
| – | – | 0.01% | 145 |
|
|
2017
Q4 | $10K | Buy |
+73
| New | +$10K | 0.01% | 158 |
|