MSWM
McGlone Suttner 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 | $563K | Buy |
3,096
+5
| +0.2% | +$909 | 0.09% | 105 |
|
|
2025
Q1 | $536K | Buy |
3,091
+5
| +0.2% | +$866 | 0.09% | 105 |
|
|
2024
Q4 | $541K | Buy |
3,086
+389
| +14% | +$68.2K | 0.09% | 97 |
|
|
2024
Q3 | $483K | Sell |
2,697
-370
| -12% | -$66.3K | 0.1% | 101 |
|
|
2024
Q2 | $484K | Sell |
3,067
-5
| -0.2% | -$789 | 0.1% | 85 |
|
|
2024
Q1 | $520K | Buy |
3,072
+5
| +0.2% | +$847 | 0.1% | 93 |
|
|
2023
Q4 | $484K | Buy |
3,067
+5
| +0.2% | +$789 | 0.1% | 85 |
|
|
2023
Q3 | $434K | Buy |
3,062
+5
| +0.2% | +$708 | 0.1% | 81 |
|
|
2023
Q2 | $457K | Buy |
3,057
+6
| +0.2% | +$898 | 0.1% | 82 |
|
|
2023
Q1 | $441K | Buy |
3,051
+6
| +0.2% | +$868 | 0.11% | 80 |
|
|
2022
Q4 | $430K | Buy |
+3,045
| New | +$430K | 0.14% | 75 |
|