MWPCG
Measured Wealth Private Client Group’s Invesco S&P 500 Equal Weight Financials ETF RSPF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-4,106
| Closed | -$207K | – | 194 |
|
|
2023
Q1 | $207K | Sell |
4,106
-750
| -15% | -$37.9K | 0.08% | 170 |
|
|
2022
Q4 | $274K | Sell |
4,856
-24,538
| -83% | -$1.38M | 0.11% | 128 |
|
|
2022
Q3 | $1.51M | Sell |
29,394
-21,400
| -42% | -$1.1M | 0.67% | 24 |
|
|
2022
Q2 | $2.7M | Buy |
+50,794
| New | +$2.7M | 1.19% | 17 |
|