MGWA
Monument Group 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 | $276K | Buy |
1,517
+6
| +0.4% | +$1.09K | 0.17% | 40 |
|
|
2025
Q1 | $262K | Buy |
1,511
+7
| +0.5% | +$1.21K | 0.18% | 39 |
|
|
2024
Q4 | $264K | Buy |
1,504
+5
| +0.3% | +$877 | 0.19% | 40 |
|
|
2024
Q3 | $269K | Buy |
1,499
+5
| +0.3% | +$896 | 0.16% | 42 |
|
|
2024
Q2 | $245K | Buy |
1,494
+6
| +0.4% | +$985 | 0.17% | 41 |
|
|
2024
Q1 | $252K | Buy |
1,488
+7
| +0.5% | +$1.19K | 0.19% | 41 |
|
|
2023
Q4 | $234K | Buy |
+1,481
| New | +$234K | 0.2% | 40 |
|