MWM
MorganRosel 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 | $746K | Hold |
4,107
| – | – | 0.2% | 72 |
|
|
2025
Q1 | $711K | Sell |
4,107
-338
| -8% | -$58.6K | 0.22% | 68 |
|
|
2024
Q4 | $779K | Hold |
4,445
| – | – | 0.26% | 71 |
|
|
2024
Q3 | $796K | Hold |
4,445
| – | – | 0.26% | 65 |
|
|
2024
Q2 | $730K | Sell |
4,445
-2
| -0% | -$329 | 0.26% | 68 |
|
|
2024
Q1 | $753K | Buy |
4,447
+2
| +0% | +$339 | 0.27% | 67 |
|
|
2023
Q4 | $701K | Buy |
4,445
+293
| +7% | +$46.2K | 0.27% | 62 |
|
|
2023
Q3 | $588K | Sell |
4,152
-58
| -1% | -$8.22K | 0.25% | 67 |
|
|
2023
Q2 | $630K | Hold |
4,210
| – | – | 0.26% | 67 |
|
|
2023
Q1 | $609K | Sell |
4,210
-322
| -7% | -$46.6K | 0.26% | 68 |
|
|
2022
Q4 | $640K | Buy |
4,532
+2,336
| +106% | +$330K | 0.29% | 67 |
|
|
2022
Q3 | $280K | Sell |
2,196
-18,761
| -90% | -$2.39M | 0.14% | 83 |
|
|
2022
Q2 | $2.81M | Buy |
+20,957
| New | +$2.81M | 1.5% | 18 |
|