MWS
Maxwell Wealth Strategies’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $539K | Hold |
3,076
| – | – | 0.22% | 80 |
|
|
2024
Q3 | $550K | Sell |
3,076
-69
| -2% | -$12.3K | 0.23% | 80 |
|
|
2024
Q2 | $517K | Hold |
3,145
| – | – | 0.25% | 75 |
|
|
2024
Q1 | $515K | Sell |
3,145
-3
| -0.1% | -$491 | 0.26% | 77 |
|
|
2023
Q4 | $497K | Buy |
+3,148
| New | +$497K | 0.32% | 62 |
|