MWM
Melfa 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 | $621K | Buy |
3,416
+82
| +2% | +$14.9K | 0.39% | 61 |
|
|
2025
Q1 | $578K | Buy |
3,334
+549
| +20% | +$95.1K | 0.39% | 66 |
|
|
2024
Q4 | $488K | Buy |
2,785
+173
| +7% | +$30.3K | 0.33% | 81 |
|
|
2024
Q3 | $468K | Buy |
2,612
+46
| +2% | +$8.24K | 0.31% | 88 |
|
|
2024
Q2 | $422K | Buy |
2,566
+536
| +26% | +$88.1K | 0.29% | 92 |
|
|
2024
Q1 | $344K | Buy |
+2,030
| New | +$344K | 0.25% | 100 |
|