MCWA
Meadow Creek Wealth Advisors’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 | $2.65M | Buy |
14,584
+903
| +7% | +$164K | 1.79% | 12 |
|
|
2025
Q1 | $2.37M | Buy |
13,681
+310
| +2% | +$53.7K | 1.77% | 11 |
|
|
2024
Q4 | $2.34M | Buy |
13,371
+629
| +5% | +$110K | 1.69% | 12 |
|
|
2024
Q3 | $2.28M | Buy |
12,742
+536
| +4% | +$96K | 1.81% | 10 |
|
|
2024
Q2 | $2.01M | Sell |
12,206
-74
| -0.6% | -$12.2K | 1.9% | 11 |
|
|
2024
Q1 | $2.08M | Buy |
12,280
+712
| +6% | +$121K | 1.45% | 14 |
|
|
2023
Q4 | $1.83M | Buy |
+11,568
| New | +$1.83M | 1.78% | 9 |
|