MWA
Monograph 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 | $448K | Hold |
2,465
| – | – | 0.06% | 84 |
|
|
2025
Q1 | $427K | Hold |
2,465
| – | – | 0.06% | 77 |
|
|
2024
Q4 | $432K | Hold |
2,465
| – | – | 0.06% | 77 |
|
|
2024
Q3 | $442K | Hold |
2,465
| – | – | 0.06% | 78 |
|
|
2024
Q2 | $405K | Sell |
2,465
-1,231
| -33% | -$202K | 0.06% | 76 |
|
|
2024
Q1 | $626K | Hold |
3,696
| – | – | 0.09% | 81 |
|
|
2023
Q4 | $583K | Sell |
3,696
-295
| -7% | -$46.5K | 0.1% | 49 |
|
|
2023
Q3 | $565K | Hold |
3,991
| – | – | 0.11% | 63 |
|
|
2023
Q2 | $597K | Hold |
3,991
| – | – | 0.13% | 42 |
|
|
2023
Q1 | $577K | Hold |
3,991
| – | – | 0.14% | 40 |
|
|
2022
Q4 | $564K | Hold |
3,991
| – | – | 0.15% | 44 |
|
|
2022
Q3 | $508K | Hold |
3,991
| – | – | 0.17% | 39 |
|
|
2022
Q2 | $536K | Hold |
3,991
| – | – | 0.16% | 39 |
|
|
2022
Q1 | $629K | Hold |
3,991
| – | – | 0.16% | 42 |
|
|
2021
Q4 | $649K | Buy |
+3,991
| New | +$649K | 0.16% | 41 |
|