MWA
Martel Wealth Advisors’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 | $3.2M | Sell |
17,634
-603
| -3% | -$110K | 0.59% | 19 |
|
|
2025
Q1 | $3.16M | Buy |
18,237
+512
| +3% | +$88.7K | 0.63% | 19 |
|
|
2024
Q4 | $3.11M | Sell |
17,725
-497
| -3% | -$87.1K | 0.61% | 20 |
|
|
2024
Q3 | $3.25M | Buy |
18,222
+575
| +3% | +$103K | 0.67% | 19 |
|
|
2024
Q2 | $2.9M | Buy |
17,647
+129
| +0.7% | +$21.2K | 0.62% | 19 |
|
|
2024
Q1 | $2.97M | Buy |
17,518
+716
| +4% | +$121K | 0.64% | 19 |
|
|
2023
Q4 | $2.65M | Buy |
16,802
+2,099
| +14% | +$331K | 0.6% | 20 |
|
|
2023
Q3 | $2.08M | Buy |
14,703
+2,884
| +24% | +$409K | 0.52% | 22 |
|
|
2023
Q2 | $1.77M | Buy |
11,819
+9,486
| +407% | +$1.42M | 0.43% | 27 |
|
|
2023
Q1 | $337K | Sell |
2,333
-1,108
| -32% | -$160K | 0.09% | 37 |
|
|
2022
Q4 | $486K | Sell |
3,441
-7,697
| -69% | -$1.09M | 0.13% | 34 |
|
|
2022
Q3 | $1.62M | Sell |
11,138
-3,112
| -22% | -$453K | 0.46% | 26 |
|
|
2022
Q2 | $1.93M | Sell |
14,250
-2,966
| -17% | -$402K | 0.53% | 22 |
|
|
2022
Q1 | $2.58M | Sell |
17,216
-340
| -2% | -$50.9K | 0.63% | 19 |
|
|
2021
Q4 | $2.63M | Sell |
17,556
-220
| -1% | -$33K | 0.62% | 19 |
|
|
2021
Q3 | $2.66M | Sell |
17,776
-139
| -0.8% | -$20.8K | 0.67% | 19 |
|
|
2021
Q2 | $2.7M | Sell |
17,915
-2,141
| -11% | -$323K | 0.68% | 18 |
|
|
2021
Q1 | $2.27M | Sell |
20,056
-470
| -2% | -$53.2K | 0.63% | 20 |
|
|
2020
Q4 | $2.32M | Buy |
+20,526
| New | +$2.32M | 0.67% | 18 |
|