MW
MBL Wealth’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-86,274
| Closed | -$2.95M | – | 249 |
|
|
2025
Q1 | $2.95M | Sell |
86,274
-4,703
| -5% | -$161K | 0.3% | 56 |
|
|
2024
Q4 | $3.4M | Sell |
90,977
-599
| -0.7% | -$22.4K | 0.34% | 55 |
|
|
2024
Q3 | $3.45M | Sell |
91,576
-36,869
| -29% | -$1.39M | 0.37% | 56 |
|
|
2024
Q2 | $4.71M | Buy |
128,445
+6,320
| +5% | +$232K | 0.53% | 43 |
|
|
2024
Q1 | $4.3M | Buy |
122,125
+52,742
| +76% | +$1.86M | 0.49% | 44 |
|
|
2023
Q4 | $2.26M | Buy |
+69,383
| New | +$2.26M | 0.28% | 49 |
|