MWM
Melfa Wealth Management’s Invesco S&P 500 Equal Weight Technology ETF RSPT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.28M | Hold |
31,318
| – | – | 0.81% | 30 |
|
|
2025
Q1 | $1.07M | Hold |
31,318
| – | – | 0.72% | 34 |
|
|
2024
Q4 | $1.17M | Hold |
31,318
| – | – | 0.78% | 32 |
|
|
2024
Q3 | $1.18M | Hold |
31,318
| – | – | 0.78% | 33 |
|
|
2024
Q2 | $1.15M | Hold |
31,318
| – | – | 0.8% | 31 |
|
|
2024
Q1 | $1.1M | Buy |
31,318
+29
| +0.1% | +$1.02K | 0.8% | 33 |
|
|
2023
Q4 | $1.02M | Buy |
31,289
+35
| +0.1% | +$1.14K | 0.96% | 28 |
|
|
2023
Q3 | $880K | Buy |
31,254
+28,132
| +901% | +$792K | 0.96% | 27 |
|
|
2023
Q2 | $918K | Buy |
3,122
+4
| +0.1% | +$1.18K | 0.93% | 27 |
|
|
2023
Q1 | $861K | Buy |
3,118
+4
| +0.1% | +$1.1K | 0.86% | 32 |
|
|
2022
Q4 | $757K | Buy |
+3,114
| New | +$757K | 0.79% | 34 |
|