MW
MBL Wealth’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
Q2 | – | Sell |
-54,935
| Closed | -$7.94M | – | 184 |
|
|
2023
Q1 | $7.94M | Buy |
54,935
+69
| +0.1% | +$9.98K | 1.24% | 22 |
|
|
2022
Q4 | $7.75M | Buy |
54,866
+5,808
| +12% | +$820K | 1.48% | 18 |
|
|
2022
Q3 | $6.24M | Buy |
49,058
+3,985
| +9% | +$507K | 1.35% | 17 |
|
|
2022
Q2 | $6.05M | Buy |
45,073
+901
| +2% | +$121K | 1.51% | 17 |
|
|
2022
Q1 | $6.97M | Buy |
+44,172
| New | +$6.97M | 1.7% | 14 |
|
|
2021
Q3 | $4.28M | Buy |
+28,574
| New | +$4.28M | 1.48% | 19 |
|
|
2021
Q1 | $2.06M | Buy |
+14,552
| New | +$2.06M | 0.72% | 33 |
|