MWA
Meridian 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 | $1.91M | Buy |
10,486
+6,787
| +183% | +$1.23M | 0.3% | 57 |
|
|
2025
Q1 | $641K | Hold |
3,699
| – | – | 0.11% | 95 |
|
|
2024
Q4 | $648K | Buy |
3,699
+700
| +23% | +$123K | 0.11% | 99 |
|
|
2024
Q3 | $537K | Hold |
2,999
| – | – | 0.09% | 112 |
|
|
2024
Q2 | $493K | Buy |
2,999
+802
| +37% | +$132K | 0.09% | 112 |
|
|
2024
Q1 | $372K | Hold |
2,197
| – | – | 0.07% | 133 |
|
|
2023
Q4 | $347K | Sell |
2,197
-507
| -19% | -$80K | 0.08% | 135 |
|
|
2023
Q3 | $383K | Hold |
2,704
| – | – | 0.1% | 119 |
|
|
2023
Q2 | $405K | Hold |
2,704
| – | – | 0.1% | 118 |
|
|
2023
Q1 | $391K | Hold |
2,704
| – | – | 0.1% | 125 |
|
|
2022
Q4 | $382K | Buy |
2,704
+907
| +50% | +$128K | 0.1% | 130 |
|
|
2022
Q3 | $229K | Hold |
1,797
| – | – | 0.06% | 170 |
|
|
2022
Q2 | $241K | Hold |
1,797
| – | – | 0.06% | 174 |
|
|
2022
Q1 | $283K | Hold |
1,797
| – | – | 0.07% | 179 |
|
|
2021
Q4 | $292K | Hold |
1,797
| – | – | 0.07% | 164 |
|
|
2021
Q3 | $269K | Hold |
1,797
| – | – | 0.07% | 164 |
|
|
2021
Q2 | $271K | Hold |
1,797
| – | – | 0.08% | 162 |
|
|
2021
Q1 | $255K | Sell |
1,797
-50
| -3% | -$7.1K | 0.08% | 149 |
|
|
2020
Q4 | $236K | Buy |
+1,847
| New | +$236K | 0.09% | 157 |
|
|
2020
Q1 | – | Sell |
-1,747
| Closed | -$202K | – | 164 |
|
|
2019
Q4 | $202K | Buy |
+1,747
| New | +$202K | 0.08% | 153 |
|
|
2019
Q3 | – | Sell |
-2,557
| Closed | -$276K | – | 161 |
|
|
2019
Q2 | $276K | Sell |
2,557
-30
| -1% | -$3.24K | 0.19% | 100 |
|
|
2019
Q1 | $270K | Sell |
2,587
-22,757
| -90% | -$2.38M | 0.2% | 97 |
|
|
2018
Q4 | $2.32M | Buy |
+25,344
| New | +$2.32M | 1.78% | 8 |
|