MAWA
Moss Adams 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 | $8.72M | Sell |
48,000
-165
| -0.3% | -$30K | 0.79% | 17 |
|
|
2025
Q1 | $8.34M | Sell |
48,165
-1,736
| -3% | -$301K | 0.88% | 15 |
|
|
2024
Q4 | $8.74M | Sell |
49,901
-1,646
| -3% | -$288K | 0.92% | 15 |
|
|
2024
Q3 | $9.24M | Sell |
51,547
-129
| -0.2% | -$23.1K | 1.01% | 14 |
|
|
2024
Q2 | $8.49M | Sell |
51,676
-109
| -0.2% | -$17.9K | 1.17% | 13 |
|
|
2024
Q1 | $8.77M | Sell |
51,785
-8,392
| -14% | -$1.42M | 1.41% | 11 |
|
|
2023
Q4 | $9.5M | Sell |
60,177
-133
| -0.2% | -$21K | 1.98% | 11 |
|
|
2023
Q3 | $8.55M | Buy |
60,310
+51
| +0.1% | +$7.23K | 2.92% | 7 |
|
|
2023
Q2 | $9.02M | Sell |
60,259
-819
| -1% | -$123K | 2.94% | 6 |
|
|
2023
Q1 | $8.83M | Sell |
61,078
-751
| -1% | -$109K | 3.01% | 6 |
|
|
2022
Q4 | $8.73M | Buy |
+61,829
| New | +$8.73M | 4.37% | 5 |
|