LAS
LWM Advisory Services’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 | $8.99M | Buy |
49,466
+359
| +0.7% | +$65.2K | 6.2% | 4 |
|
|
2025
Q1 | $8.51M | Buy |
+49,107
| New | +$8.51M | 5.91% | 4 |
|
|
2024
Q4 | – | Sell |
-1,190
| Closed | -$213K | – | 99 |
|
|
2024
Q3 | $213K | Buy |
+1,190
| New | +$213K | 0.16% | 90 |
|
|
2024
Q2 | – | Sell |
-2,214
| Closed | -$375K | – | 89 |
|
|
2024
Q1 | $375K | Hold |
2,214
| – | – | 0.3% | 61 |
|
|
2023
Q4 | $349K | Sell |
2,214
-541
| -20% | -$85.4K | 0.31% | 60 |
|
|
2023
Q3 | $390K | Hold |
2,755
| – | – | 0.42% | 46 |
|
|
2023
Q2 | $412K | Sell |
2,755
-2,686
| -49% | -$402K | 0.44% | 42 |
|
|
2023
Q1 | $787K | Sell |
5,441
-318
| -6% | -$46K | 0.84% | 23 |
|
|
2022
Q4 | $813K | Buy |
+5,759
| New | +$813K | 0.9% | 23 |
|