LWS Wealth Advisors’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.79M | Sell |
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|
2023
Q3 | $2.52M | Sell |
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|
2023
Q2 | $2.68M | Buy |
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|
2023
Q1 | $2.56M | Buy |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $2.08M | Buy |
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|
2022
Q2 | $2.09M | Buy |
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|
2022
Q1 | $2.43M | Buy |
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|
2021
Q4 | $2.41M | Buy |
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|
2021
Q3 | $2.2M | Sell |
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|
2021
Q2 | $2.35M | Sell |
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|
2021
Q1 | $2.25M | Buy |
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|
2020
Q4 | $2M | Buy |
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|
2020
Q3 | $1.67M | Sell |
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|
2020
Q2 | $1.58M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.32M | Buy |
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