MSWM
Mader & Shannon Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-67,782
| Closed | -$10.1M | – | 14 |
|
|
2023
Q2 | $10.1M | Buy |
67,782
+2,744
| +4% | +$411K | 6.26% | 7 |
|
|
2023
Q1 | $9.41M | Sell |
65,038
-6,173
| -9% | -$893K | 6.2% | 7 |
|
|
2022
Q4 | $10.1M | Buy |
+71,211
| New | +$10.1M | 6.66% | 5 |
|
|
2019
Q3 | – | Sell |
-18,290
| Closed | -$1.97M | – | 23 |
|
|
2019
Q2 | $1.97M | Buy |
+18,290
| New | +$1.97M | 1.68% | 11 |
|