MGWM
Marks Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.4M | Sell |
7,692
-3,251
| -30% | -$591K | 0.13% | 154 |
|
|
2025
Q1 | $1.9M | Buy |
10,943
+3,251
| +42% | +$563K | 0.18% | 125 |
|
|
2024
Q4 | $1.35M | Hold |
7,692
| – | – | 0.13% | 146 |
|
|
2024
Q3 | $1.38M | Sell |
7,692
-54
| -0.7% | -$9.68K | 0.13% | 151 |
|
|
2024
Q2 | $1.27M | Hold |
7,746
| – | – | 0.13% | 155 |
|
|
2024
Q1 | $1.31M | Sell |
7,746
-578
| -7% | -$97.9K | 0.14% | 148 |
|
|
2023
Q4 | $1.31M | Buy |
8,324
+348
| +4% | +$54.9K | 0.15% | 145 |
|
|
2023
Q3 | $1.13M | Buy |
7,976
+1,175
| +17% | +$166K | 0.14% | 151 |
|
|
2023
Q2 | $1.02M | Buy |
6,801
+240
| +4% | +$35.9K | 0.12% | 163 |
|
|
2023
Q1 | $949K | Buy |
6,561
+135
| +2% | +$19.5K | 0.12% | 167 |
|
|
2022
Q4 | $908K | Buy |
+6,426
| New | +$908K | 0.12% | 167 |
|