MWM
MGB 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 | $971K | Sell |
5,345
-180
| -3% | -$32.7K | 0.32% | 76 |
|
|
2025
Q1 | $957K | Sell |
5,525
-750
| -12% | -$130K | 0.35% | 77 |
|
|
2024
Q4 | $1.1M | Sell |
6,275
-7
| -0.1% | -$1.23K | 0.34% | 62 |
|
|
2024
Q3 | $1.13M | Hold |
6,282
| – | – | 0.41% | 59 |
|
|
2024
Q2 | $1.06M | Hold |
6,282
| – | – | 0.4% | 69 |
|
|
2024
Q1 | $1.06M | Buy |
6,282
+150
| +2% | +$25.4K | 0.43% | 62 |
|
|
2023
Q4 | $968K | Buy |
+6,132
| New | +$968K | 0.49% | 60 |
|