MWM
Modern 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 | $6.1M | Buy |
33,590
+1,401
| +4% | +$255K | 0.15% | 141 |
|
|
2025
Q1 | $5.58M | Sell |
32,189
-872
| -3% | -$151K | 0.18% | 114 |
|
|
2024
Q4 | $5.79M | Buy |
33,061
+2,612
| +9% | +$458K | 0.22% | 94 |
|
|
2024
Q3 | $5.46M | Buy |
30,449
+4,223
| +16% | +$757K | 0.33% | 58 |
|
|
2024
Q2 | $4.31M | Sell |
26,226
-192
| -0.7% | -$31.5K | 0.32% | 49 |
|
|
2024
Q1 | $4.47M | Sell |
26,418
-4,998
| -16% | -$847K | 0.42% | 37 |
|
|
2023
Q4 | $4.96M | Buy |
+31,416
| New | +$4.96M | 0.63% | 26 |
|