MWM
MBE 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 | $267K | Sell |
1,468
-322
| -18% | -$58.5K | 0.12% | 107 |
|
|
2025
Q1 | $310K | Sell |
1,790
-2,446
| -58% | -$424K | 0.15% | 85 |
|
|
2024
Q4 | $742K | Buy |
4,236
+647
| +18% | +$113K | 0.42% | 34 |
|
|
2024
Q3 | $643K | Buy |
3,589
+826
| +30% | +$148K | 0.35% | 40 |
|
|
2024
Q2 | $454K | Sell |
2,763
-428
| -13% | -$70.3K | 0.27% | 51 |
|
|
2024
Q1 | $540K | Buy |
3,191
+308
| +11% | +$52.2K | 0.33% | 43 |
|
|
2023
Q4 | $455K | Buy |
+2,883
| New | +$455K | 0.23% | 54 |
|