MWPCG
Measured Wealth Private Client Group’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 | $26.4M | Buy |
145,179
+2,838
| +2% | +$516K | 7.9% | 2 |
|
|
2025
Q1 | $24.7M | Sell |
142,341
-37,586
| -21% | -$6.51M | 7.92% | 2 |
|
|
2024
Q4 | $31.5M | Buy |
179,927
+9,137
| +5% | +$1.6M | 10.19% | 1 |
|
|
2024
Q3 | $30.6M | Buy |
+170,790
| New | +$30.6M | 10.23% | 1 |
|
|
2021
Q4 | – | Sell |
-1,431
| Closed | -$214K | – | 163 |
|
|
2021
Q3 | $214K | Sell |
1,431
-250
| -15% | -$37.4K | 0.08% | 152 |
|
|
2021
Q2 | $253K | Buy |
1,681
+154
| +10% | +$23.2K | 0.08% | 152 |
|
|
2021
Q1 | $216K | Sell |
1,527
-218
| -12% | -$30.8K | 0.08% | 148 |
|
|
2020
Q4 | $223K | Buy |
+1,745
| New | +$223K | 0.09% | 125 |
|
|
2018
Q4 | – | Sell |
-1,231
| Closed | -$131K | – | 570 |
|
|
2018
Q3 | $131K | Buy |
+1,231
| New | +$131K | 0.08% | 197 |
|