MWM
Moran 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 | $31.9M | Sell |
175,294
-363
| -0.2% | -$66K | 0.98% | 16 |
|
|
2025
Q1 | $30.4M | Sell |
175,657
-3,838
| -2% | -$665K | 1.02% | 16 |
|
|
2024
Q4 | $31.5M | Buy |
179,495
+1,934
| +1% | +$339K | 1% | 17 |
|
|
2024
Q3 | $31.8M | Buy |
177,561
+78,089
| +79% | +$14M | 0.98% | 16 |
|
|
2024
Q2 | $16.3M | Buy |
+99,472
| New | +$16.3M | 0.54% | 61 |
|
|
2024
Q1 | – | Sell |
-5,973
| Closed | -$943K | – | 443 |
|
|
2023
Q4 | $943K | Buy |
+5,973
| New | +$943K | 0.03% | 307 |
|